401(k) · DOL Form 5500 · 2023

Orthopedic Specialists of North America, PLLC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
797
Participants Near avg headcount
89th
Percentile by assets National rank
$97,854
Avg per participant Below avg balance/head
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Official DOL plan name: Orthoarizona Retirement Plan · Sponsored by Orthopedic Specialists of North America, PLLC · Arizona · Healthcare & Social Assistance

$78M in assets, 797 participants

Orthopedic Specialists of North America, PLLC's Orthoarizona Retirement Plan reported $78M in total assets and 797 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,089 in Healthcare & Social Assistance (17,684 peers)

Where Orthoarizona Retirement Plan sits by assets

Orthoarizona Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 797 participants (~$97,854/participant), up 28.4% in 2023.

#16,089
in Healthcare & Social Assistance (17,684 peers)
+28.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Orthoarizona Retirement Plan's outsized position by total assets

Orthoarizona Retirement Plan vs every filed plan by assets

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

$77,989,948 Top 11% higher than 89% 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

Orthoarizona 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. Orthoarizona Retirement Plan sits mid-pack in the medium band (797 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthoarizona Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Orthoarizona Retirement Plan reported participants rose from 573 in the plan year 2022 filing to 797 in the plan year 2023 filing.
  • Orthoarizona Retirement Plan end-of-year assets rose from $61M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260152289 · Orthopedic Specialists of North America, PLLC PY 2023 · 401(k)

Orthoarizona Retirement Plan · $78M · 797 · 89th

  • RANK $78M
  • PHOTO 797
  • IND 89th
  • EOY 401(k)
  • 5500 near North Bend Medical Center 401(k) Plan
  • ASSETS ind #16089

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 Arizona →

Orthoarizona Retirement Plan in the asset neighbourhood

Arcelormittal Tubular Products Savings PlanArcelormittal Tubular Produc…$78MDoma 401(k) Plan$78MOrthoarizona Retirement Plan$78MNorth Bend Medical Center 401(k) PlanNorth Bend Medical Center 40…$78MSms Data Products Group, Inc. 401(k) Retirement PlanSms Data Products Group, Inc…$78M
End-of-year total assets ($M) among Orthoarizona 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)$61M
Net Assets (End of Year)$78M
Net Income$17M
Employer EIN260152289
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Specialists of North America, PLLC)

Sponsor-wide plan assets over time

All Orthopedic Specialists of North America, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 48.474409357251666% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.7M $90.2M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 573 $61M
2023 1 797 $78M
2024 1 824 $90M

Nearby 401(k) Plans in Arizona

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

Orthoarizona Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Orthoarizona Retirement Plan, Total assets ($B): 0.077989948 · Participants: 797Orthoarizona Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Orthoarizona Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Orthoarizona Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is North Bend Medical Center 401(k) Plan in OR ($78M); by covered participants it is Tep Holdings 401(k) Plan in NC (797 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (797 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 Orthoarizona Retirement Plan assets move in 2023? ▼
Orthoarizona Retirement Plan grew sharply - up 28.4% during 2023, from $61M to $78M. Reported net income was $17M.
How have Orthopedic Specialists of North America, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Specialists of North America, PLLC's sponsor-wide assets grew 48.5%, from $61M to $90M.
Where does Orthoarizona Retirement Plan rank by assets among Form 5500 filers? ▼
Orthoarizona Retirement Plan ranks in the 89th 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 Orthoarizona Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Bend Medical Center 401(k) Plan in OR ($78M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Orthoarizona Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tep Holdings 401(k) Plan in NC (797 participants, $32M 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 260152289.

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.