401(k) · DOL Form 5500 · 2023

Orthofix Inc. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
787
Participants Near avg headcount
91st
Percentile by assets National rank
$120,765
Avg per participant Near avg balance/head
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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.

  • #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.

#16,160
in Manufacturing (18,722 peers)
+17.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Orthofix 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Orthofix 401(k) 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. Orthofix 401(k) Retirement Plan sits mid-pack in the medium band (787 participants).

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 →

Published 5500 schedule card

Filing strip 752068036 · Orthofix Inc. PY 2023 · 401(k)

Orthofix 401(k) Retirement Plan · $95M · 787 · 91st

  • VS-ST $95M
  • VS-ST 787
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Omni Cable LLC Retirement Savings Plan
  • VS-ST ind #16160

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 Manufacturing retirement plans → · Plans in Texas →

Orthofix 401(k) Retirement Plan in the asset neighbourhood

Carestream Dental Retirement Savings PlanCarestream Dental Retirement…$95MOmni Cable LLC Retirement Savings PlanOmni Cable LLC Retirement Sa…$95MOrthofix 401(k) Retirement PlanOrthofix 401(k) Retirement P…$95MRgnext 401(k) Plan$95MBurris Logistics Retirement PlanBurris Logistics Retirement …$95M
End-of-year total assets ($M) among Orthofix 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Orthofix Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 89.24166696336529% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $80.6M $153M ▲ +89.2%
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 ($B) Participants Orthofix 401(k) Retirement Plan, Total assets ($B): 0.095042064 · Participants: 787Orthofix 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell 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 →

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

Outside Texas, the nearest 401(k) by assets is Omni Cable LLC Retirement Savings Plan in PA ($95M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (787 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 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).
Which 401(k) plans cover a similar participant headcount to Orthofix 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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 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.