401(k) · DOL Form 5500 · 2023

Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size: 238
Participants Below avg headcount: 86th
Percentile by assets National rank: $222,735
Avg per participant Above avg balance/head

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Official DOL plan name: Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan · Sponsored by Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$53M in assets, 238 participants

Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania's Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported $53M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#15,613 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan covers 238 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#15,613
in Healthcare & Social Assistance (17,684 peers): +16.9%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan vs every filed plan by assets

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

$53,010,981 Top 14% higher than 86% 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

Orthopedic Institute of Pennsylvania 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. Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan sits mid-pack in the medium band (238 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported participants rose from 209 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231875547 · Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania PY 2023 · 401(k)

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan · $53M · 238 · 86th

EOY $53M
5500 238
ASSETS 86th
PCT 401(k)
EIN near Permasteelisa North America Corp. 401(k) Plan
RANK ind #15613

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 →

End-of-year total assets ($M) among Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	$53M
Net Income	$8M
Employer EIN	231875547
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania)

Latest sponsor-wide plan assets: $61M 34.0061043749093% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	209	$45M
2023	1	238	$53M
2024	1	296	$61M

Nearby 401(k) Plans in Pennsylvania

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

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Compare Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Institute of Pennsylvania 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 Permasteelisa North America Corp. 401(k) Plan in MN ($53M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Permasteelisa North America Corp. 401(k) Plan (MN) $53M · 326
The Kenwood Dealer Group Employee Retirement Plan (OH) $53M · 805
Certified Registered Nurse Anesthetists 401(k) Plan (NC) $53M · 152
Imc Companies, LLC Retirement Plan (TN) $53M · 1,455

Similar participant headcount

Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.

Idn Global, Inc. 401(k) Plan (MI) 238 · 0 off
Maymead Inc. Profit Sharing Plan (TN) 238 · 0 off
The Data Entry Company 401(k) Plan (MD) 238 · 0 off
Envision Credit Union 401(k) Plan and Trust (FL) 238 · 0 off

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 Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan assets move in 2023? ▼

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan grew sharply - up 16.9% during 2023, from $45M to $53M. Reported net income was $8M.

How have Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania's sponsor-wide assets grew 34.0%, from $45M to $61M.

Where does Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Permasteelisa North America Corp. 401(k) Plan in MN ($53M, 326 participants).

Which 401(k) plans cover a similar participant headcount to Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 231875547.