401(k) · DOL Form 5500 · 2023

Watauga Orthopaedics, PLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
194
Participants Below avg headcount
80th
Percentile by assets National rank
$166,698
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan · Sponsored by Watauga Orthopaedics, PLC · Tennessee · Healthcare & Social Assistance

$32M in assets, 194 participants

Watauga Orthopaedics, PLC's Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan reported $32M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,702 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan covers 194 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $32M.

#14,702
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan's outsized position by total assets

Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,339,362 Top 20% higher than 80% 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

Watauga Orthopaedics, PLC 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. Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan reported participants rose from 170 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621586264 · Watauga Orthopaedics, PLC PY 2023 · 401(k)

Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan · $32M · 194 · 80th

  • ASSETS $32M
  • ASSETS 194
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan
  • ASSETS ind #14702

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 Tennessee →

Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Watauga Orthopaedics, PLC 401(k) Profit Sharing PlanWatauga Orthopaedics, PLC 40…$32MAssociated Equipment Company, Inc. Profit Sharing & 401(k) PlanAssociated Equipment Company…$32MArden Building Companies, LLC Retirement PlanArden Building Companies, LL…$32MTep Holdings 401(k) Plan$32MInternational Education Corporation 401(k) PlanInternational Education Corp…$32M
End-of-year total assets ($M) among Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN621586264
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watauga Orthopaedics, PLC)

Sponsor-wide plan assets over time

All Watauga Orthopaedics, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 27.161354548893325% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $35.9M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 170 $28M
2023 1 194 $32M
2024 1 253 $36M

Nearby 401(k) Plans in Tennessee

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

Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.032339362 · Participants: 194Watauga Orthopaedics, PLC 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan in TX ($32M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $28M to $32M. Reported net income was $4M.
How have Watauga Orthopaedics, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watauga Orthopaedics, PLC's sponsor-wide assets grew 27.2%, from $28M to $36M.
Where does Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan ranks in the 80th 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 Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan in TX ($32M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 621586264.

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.