401(k) · DOL Form 5500 · 2023

South Shore Orthopedics, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
108
Participants Small participant base
69th
Percentile by assets National rank
$155,513
Avg per participant Above avg balance/head
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Official DOL plan name: South Shore Orthopedics Retirement Plan · Sponsored by South Shore Orthopedics, LLC · Massachusetts · Healthcare & Social Assistance

$17M in assets, 108 participants

South Shore Orthopedics, LLC's South Shore Orthopedics Retirement Plan reported $17M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,112 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

South Shore Orthopedics Retirement Plan covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#13,112
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

South Shore Orthopedics Retirement Plan's outsized position by total assets

South Shore Orthopedics Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,795,412 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

South Shore Orthopedics Retirement 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. South Shore Orthopedics Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Shore Orthopedics Retirement Plan reported net income rose from -$956K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • South Shore Orthopedics Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208206420 · South Shore Orthopedics, LLC PY 2023 · 401(k)

South Shore Orthopedics Retirement Plan · $17M · 108 · 69th

  • EIN $17M
  • RANK 108
  • PHOTO 69th
  • IND 401(k)
  • EOY near Ubiquiti Inc 401(k) Profit Sharing Plan and Trust
  • 5500 ind #13112

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 Massachusetts →

South Shore Orthopedics Retirement Plan in the asset neighbourhood

South Shore Orthopedics Retirement PlanSouth Shore Orthopedics Reti…$17MUbiquiti Inc 401(k) Profit Sharing Plan and TrustUbiquiti Inc 401(k) Profit S…$17MInnovative Therapy Concepts, LLC 401(k) PlanInnovative Therapy Concepts,…$17MTidel Engineering, LP 401(k) PlanTidel Engineering, LP 401(k)…$17MFaulconer Construction Co., Inc. 401(k) PlanFaulconer Construction Co., …$17M
End-of-year total assets ($M) among South Shore Orthopedics Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN208206420
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Shore Orthopedics, LLC)

Sponsor-wide plan assets over time

All South Shore Orthopedics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.34772274108732% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.8M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 108 $14M
2023 1 108 $17M
2024 1 124 $19M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

South Shore Orthopedics Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants South Shore Orthopedics Retirement Plan, Total assets ($B): 0.016795412 · Participants: 108South Shore Orthopedics Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
South Shore Orthopedics Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare South Shore Orthopedics Retirement Plan side-by-side with 3 peers →

South Shore Orthopedics Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ubiquiti Inc 401(k) Profit Sharing Plan and Trust in IL ($17M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did South Shore Orthopedics Retirement Plan assets move in 2023? ▼
South Shore Orthopedics Retirement Plan grew sharply - up 20.2% during 2023, from $14M to $17M. Reported net income was $3M.
How have South Shore Orthopedics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Shore Orthopedics, LLC's sponsor-wide assets grew 34.3%, from $14M to $19M.
Which 401(k) plans are similar in size to South Shore Orthopedics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ubiquiti Inc 401(k) Profit Sharing Plan and Trust in IL ($17M, 145 participants).
Which 401(k) plans cover a similar participant headcount to South Shore Orthopedics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208206420.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.