401(k) · DOL Form 5500 · 2023
Family Orthopedic Associates P 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $197,190
- Avg per participant Above avg balance/head
Official DOL plan name: Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust · Sponsored by Family Orthopedic Associates P · Michigan · Healthcare & Social Assistance
$23M in assets, 117 participants
Family Orthopedic Associates P's Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust reported $23M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,985 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust covers 117 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $23M.
- #13,985
- in Healthcare & Social Assistance (17,684 peers)
- +16.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,071,263 Top 25% higher than 75% 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
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust 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. Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382265342 · Family Orthopedic Associates P PY 2023 · 401(k)
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust · $23M · 117 · 75th
- VS-ST $23M
- BOY 117
- SCH 75th
- EBSA 401(k)
- PART near G2 Crowd, Inc. 401(k) Plan
- TYPE ind #13985
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 Michigan →
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 382265342 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Orthopedic Associates P)
Sponsor-wide plan assets over time
All Family Orthopedic Associates P plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 17.46570168824263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $20M |
| 2023 | 1 | 117 | $23M |
| 2024 | 1 | 118 | $23M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is G2 Crowd, Inc. 401(k) Plan in IL ($23M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- G2 Crowd, Inc. 401(k) Plan (IL) $23M · 420
- Shebester-Bechtel, Inc. Employee Stock Ownership Plan (OK) $23M · 64
- Revalize, Inc. 401(k) Plan (FL) $23M · 226
- Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan (IN) $23M · 130
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Carteret Management Corporation 401(k) Plan (FL) 117 · 0 off
- Mid America Pipe 401(k) Plan (KS) 117 · 0 off
- Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
- The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.