401(k) · DOL Form 5500 · 2023

Orthofix Inc. 401(k) Plan

Data updated 2026-08-11

$95M
Total assets
787
Participants
91st
Percentile by assets
$120,765
Avg per participant
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Official DOL plan name: Orthofix 401(k) Retirement Plan · Sponsored by Orthofix Inc. · Texas · Manufacturing

$95M in assets, 787 participants

Orthofix Inc.'s Orthofix 401(k) Retirement Plan reported $95M in total assets and 787 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,160 in Manufacturing (18,722 peers)

Where Orthofix 401(k) Retirement Plan sits by assets

Orthofix 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $95M for 787 participants (~$120,765/participant), up 17.9% in 2023.

$95M
total plan assets (2023 EOY)
787
covered participants
91st
percentile by assets (of 127,072 plans)
$120,765
avg assets per participant

Where Orthofix 401(k) Retirement Plan sits by total assets

Orthofix 401(k) Retirement Plan vs every filed plan by assets

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

$95,042,064 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthofix 401(k) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Orthofix 401(k) Retirement Plan end-of-year assets rose from $81M in the plan year 2022 filing to $95M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Manufacturing

Orthofix 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Orthofix 401(k) Retirement Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$95M
Net Income$14M
Employer EIN752068036
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthofix Inc.)

$50M$100M$150M$200M 202220232024 $80.6M $153M ▲ +89.2%
Total plan assets by year, all Orthofix Inc. plans on file
Year Plans Participants Total Assets
2022 1 788 $81M
2023 1 787 $95M
2024 1 1,267 $153M

Nearby 401(k) Plans in Texas

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

Orthofix 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orthofix 401(k) Reti…, Total assets ($B): 0.095042064 · Participants: 787Orthofix 401(k) Reti…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Orthofix 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orthofix 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orthofix 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Orthofix 401(k) Retirement Plan assets move in 2023? ▼
Orthofix 401(k) Retirement Plan grew sharply - up 17.9% during 2023, from $81M to $95M. Reported net income was $14M.
How have Orthofix Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthofix Inc.'s sponsor-wide assets grew 89.2%, from $81M to $153M.
Where does Orthofix 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Orthofix 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthofix 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omni Cable LLC Retirement Savings Plan in PA ($95M, 672 participants).

Next read for Orthofix 401(k) Retirement Plan

Scale reading

Ways to act on Orthofix 401(k) Retirement Plan's numbers.

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 752068036.

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.