401(k) · DOL Form 5500 · 2023
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $283,039
- Avg per participant High balance/head
Official DOL plan name: Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan · Sponsored by Tri-State Orthopaedics and Sports Medicine Inc. · Pennsylvania · Healthcare & Social Assistance
$31M in assets, 111 participants
Tri-State Orthopaedics and Sports Medicine Inc.'s Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan reported $31M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #14,647 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan covers 111 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.
- #14,647
- in Healthcare & Social Assistance (17,684 peers)
- +3.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,417,319 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan reported participants rose from 104 in the plan year 2022 filing to 111 in the plan year 2023 filing.
- Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $31M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251356849 · Tri-State Orthopaedics and Sports Medicine Inc. PY 2023 · 401(k)
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan · $31M · 111 · 80th
- PHOTO $31M
- PHOTO 111
- PHOTO 80th
- PHOTO 401(k)
- PHOTO near Greer, Herz & Adams LLP Retirement Plan
- PHOTO ind #14647
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $1M |
| Employer EIN | 251356849 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-State Orthopaedics and Sports Medicine Inc.)
Sponsor-wide plan assets over time
- Latest sponsor-wide plan assets
- $37M 22.138969799930727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $30M |
| 2023 | 1 | 111 | $31M |
| 2024 | 1 | 112 | $37M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Greer, Herz & Adams LLP Retirement Plan in TX ($31M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Greer, Herz & Adams LLP Retirement Plan (TX) $31M · 57
- Indegene 401(k) Plan (NJ) $31M · 391
- Francisco Partners 401(k) Plan (CA) $31M · 109
- Steelwave, Inc. Retirement Plan (CA) $31M · 105
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 111 · 0 off
- Knowles Enterprises, LLC 401(k) Plan (CO) 111 · 0 off
- Supply Chain Services, LLC 401(k) Profit Sharing Plan (MN) 111 · 0 off
- Mclean Mortgage Corp. 401(k) Plan (VA) 111 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.