401(k) · DOL Form 5500 · 2023

Vail-Summit Orthopaedics, PC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
108
Participants Small participant base
76th
Percentile by assets National rank
$222,187
Avg per participant Above avg balance/head
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Official DOL plan name: Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan · Sponsored by Vail-Summit Orthopaedics, PC · Colorado · Healthcare & Social Assistance

$24M in assets, 108 participants

Vail-Summit Orthopaedics, PC's Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan reported $24M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,077 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan covers 108 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $24M.

#14,077
in Healthcare & Social Assistance (17,684 peers)
+50.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan's outsized position by total assets

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,996,159 Top 24% higher than 76% 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

Vail-Summit Orthopaedics, PC 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. Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan reported net income rose from -$694K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan reported participants rose from 100 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680501385 · Vail-Summit Orthopaedics, PC PY 2023 · 401(k)

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan · $24M · 108 · 76th

  • PCT $24M
  • PCT 108
  • PCT 76th
  • PCT 401(k)
  • PCT near Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan
  • PCT ind #14077

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 Colorado →

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing PlanVail-Summit Orthopaedics, PC…$24MThird Coast Bank, Ssb 401(k) and Employee Stock Ownership PlanThird Coast Bank, Ssb 401(k)…$24MJones Dairy Farm Bargaining Employees' Retirement Savings PlanJones Dairy Farm Bargaining …$24MNorthland Aluminum Products, Inc. Retirement and Savings Plan and TrustNorthland Aluminum Products,…$24MScosche Industries, Inc. 401(k) Profit Sharing PlanScosche Industries, Inc. 401…$24M
End-of-year total assets ($M) among Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$24M
Net Income$8M
Employer EIN680501385
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vail-Summit Orthopaedics, PC)

Sponsor-wide plan assets over time

All Vail-Summit Orthopaedics, PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $21.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 199 $22M
2023 2 225 $24M
2024 1 119 N/A

Nearby 401(k) Plans in Colorado

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

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.023996159 · Participants: 108Vail-Summit Orthopaedics, PC 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX ($24M); 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 Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan surged - up 50.8% during 2023, from $16M to $24M. Reported net income was $8M.
Where does Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan ranks in the 76th 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 Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX ($24M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Vail-Summit Orthopaedics, PC 401(k) Profit Sharing 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 680501385.

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.