401(k) · DOL Form 5500 · 2023

Iowa Orthopaedic Center, P.C. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
332
Participants Below avg headcount
88th
Percentile by assets National rank
$185,254
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan · Sponsored by Iowa Orthopaedic Center, P.C. · Iowa · Healthcare & Social Assistance

$62M in assets, 332 participants

Iowa Orthopaedic Center, P.C.'s Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan reported $62M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,808 in Healthcare & Social Assistance (17,684 peers)

Where Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan sits by assets

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 332 participants (~$185,254/participant), up 6.4% in 2023.

#15,808
in Healthcare & Social Assistance (17,684 peers)
+6.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$61,504,306 Top 12% higher than 88% 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

Iowa Orthopaedic Center, P.C. 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. Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420981845 · Iowa Orthopaedic Center, P.C. PY 2023 · 401(k)

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan · $62M · 332 · 88th

  • PHOTO $62M
  • IND 332
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Sundyne, LLC Employee Savings Plan
  • PCT ind #15808

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 Iowa →

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Concord Hospitality Enterprises Company, LLC 401(k) PlanConcord Hospitality Enterpri…$62MIowa Orthopaedic Center, P.C. 401(k) Profit Sharing PlanIowa Orthopaedic Center, P.C…$62MSundyne, LLC Employee Savings PlanSundyne, LLC Employee Saving…$62MJanicki Retirement Plan$61MVitaquest International LLC 401(k) Savings PlanVitaquest International LLC …$61M
End-of-year total assets ($M) among Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$62M
Net Income$4M
Employer EIN420981845
Plan Effective Date1972-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Orthopaedic Center, P.C.)

Sponsor-wide plan assets over time

All Iowa Orthopaedic Center, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 19.22953855331978% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.8M $68.9M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 331 $58M
2023 1 332 $62M
2024 1 336 $69M

Nearby 401(k) Plans in Iowa

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

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.061504306 · Participants: 332Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Sundyne, LLC Employee Savings Plan in CO ($62M); by covered participants it is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 6.4% during 2023, from $58M to $62M. Reported net income was $4M.
How have Iowa Orthopaedic Center, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Orthopaedic Center, P.C.'s sponsor-wide assets grew 19.2%, from $58M to $69M.
Where does Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan ranks in the 88th 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 Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sundyne, LLC Employee Savings Plan in CO ($62M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants, N/A 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 420981845.

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.