401(k)
2023 plan-year 401(k) DOL Form 5500

Midstate Ortho 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Midstate Orthopaedic & Sports Medicine Center, Inc. · Louisiana · Healthcare & Social Assistance

What the 2023 filing shows

Midstate Ortho 401(k) Plan holds $46 for 113 participants — about $0 per participant, down 100.0% over the 2023 plan year.

$46
total plan assets (2023 EOY)
113
covered participants
$0
avg assets per participant
-100.0%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$46
Participants
113
State
Industry
Healthcare & Social Assistance

What the Filing Says About Midstate Ortho 401(k) Plan

Midstate Ortho 401(k) Plan is a 401(k) retirement plan sponsored by Midstate Orthopaedic & Sports Medicine Center, Inc., headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $46 in total end-of-year assets and covers 113 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 721310991, and the plan has been effective since 1998-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2023 to $46 at year-end — a decline of 100.0%. Net assets (after liabilities) closed the year at $46, with reported net income of $-7,697,154 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$46
Net Assets (End of Year)$46
Net Income$-7,697,154
Plan Type401(k)
Employer EIN721310991
Plan Effective Date1998-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midstate Orthopaedic & Sports Medicine Center, Inc.)

Year Plans Participants Total Assets
2022 1 103 $8M
2023 1 113 $46

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Frequently Asked Questions

How much money is in the Midstate Ortho 401(k) Plan?
As of the 2023 Form 5500 filing, Midstate Ortho 401(k) Plan holds $46 in total assets with 113 participants. It is sponsored by Midstate Orthopaedic & Sports Medicine Center, Inc..
What type of plan is Midstate Ortho 401(k) Plan?
Midstate Ortho 401(k) Plan is a 401(k) plan. It has been effective since 1998-12-01. The plan is filed with the U.S. Department of Labor under EIN 721310991.
Who sponsors the Midstate Ortho 401(k) Plan?
Midstate Ortho 401(k) Plan is sponsored by Midstate Orthopaedic & Sports Medicine Center, Inc., located in Louisiana. The sponsor's EIN is 721310991 and the plan operates in the Healthcare & Social Assistance industry.
How did Midstate Ortho 401(k) Plan perform in 2023?
Midstate Ortho 401(k) Plan declined by 100.0% during 2023, moving from $8M to $46 in total assets. Net income was $-7,697,154.
Where can I find official filings for Midstate Ortho 401(k) Plan?
Official Form 5500 filings for Midstate Ortho 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 721310991 or plan name at efast.dol.gov.
How does Midstate Ortho 401(k) Plan compare to other plans?
You can compare Midstate Ortho 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 721310991.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.