401(k) · DOL Form 5500 · 2023

Midstate Orthopaedic & Sports Medicine Center, Inc. 401(k) Plan

Data updated 2026-08-25

$46
Total assets Small plan by assets
113
Participants Small participant base
0th
Percentile by assets National rank
$0
Avg per participant Low balance/head
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Official DOL plan name: Midstate Ortho 401(k) Plan · Sponsored by Midstate Orthopaedic & Sports Medicine Center, Inc. · Louisiana · Healthcare & Social Assistance

$46 in assets, 113 participants

Midstate Orthopaedic & Sports Medicine Center, Inc.'s Midstate Ortho 401(k) Plan reported $46 in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

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

Coverage in Louisiana

Midstate Ortho 401(k) Plan covers 113 participants in Louisiana, about 23% of the average Louisiana filer (state average ~495 per filing). Assets: $46.

#21
in Healthcare & Social Assistance (17,684 peers)
-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.

Midstate Ortho 401(k) Plan among the smaller filed plans by assets

Midstate Ortho 401(k) Plan vs every filed plan by assets

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

$46 0th percentile higher than 0% 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

Midstate Ortho 401(k) 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. Midstate Ortho 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midstate Ortho 401(k) Plan reported net income fell from -$3M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Midstate Ortho 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $46 in the plan year 2023 filing.
  • Midstate Ortho 401(k) Plan reported participants rose from 103 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721310991 · Midstate Orthopaedic & Sports Medicine Center, Inc. PY 2023 · 401(k)

Midstate Ortho 401(k) Plan · $46 · 113 · 0th

  • IND $46
  • IND 113
  • IND 0th
  • IND 401(k)
  • IND near Calas Holding Corporation 401(k) Profit Sharing Plan
  • IND ind #21

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 Louisiana →

Midstate Ortho 401(k) Plan in the asset neighbourhood

Midstate Ortho 401(k) Plan$46Calas Holding Corporation 401(k) Profit Sharing PlanCalas Holding Corporation 40…$46Jr Wilson, Inc. 401(k) Profit Sharing PlanJr Wilson, Inc. 401(k) Profi…$46Burger Brothers Inc. 401(k) PlanBurger Brothers Inc. 401(k) …$44Monitor Clipper Partners, LLC 401(k) PlanMonitor Clipper Partners, LL…$48
End-of-year total assets ($M) among Midstate Ortho 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

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

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

Sponsor-wide plan assets over time

All Midstate Orthopaedic & Sports Medicine Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46 99.99940238008627% vs 2022
2023 filing year
$0M$5M$10M 20222023 $7.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 103 $8M
2023 1 113 $46

Nearby 401(k) Plans in Louisiana

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

Midstate Ortho 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Midstate Ortho 401(k) Plan, Total assets ($B): 4.6e-8 · Participants: 113Midstate Ortho 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Midstate Ortho 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Midstate Ortho 401(k) Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Calas Holding Corporation 401(k) Profit Sharing Plan in TX ($46); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Midstate Ortho 401(k) Plan assets move in 2023? ▼
Midstate Ortho 401(k) Plan contracted severely - down 100.0% during 2023, from $8M to $46. Reported net income was -$8M.
How have Midstate Orthopaedic & Sports Medicine Center, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Midstate Orthopaedic & Sports Medicine Center, Inc.'s sponsor-wide assets declined 100.0%, from $8M to $46.
Where does Midstate Ortho 401(k) Plan rank by assets among Form 5500 filers? ▼
Midstate Ortho 401(k) Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Midstate Ortho 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calas Holding Corporation 401(k) Profit Sharing Plan in TX ($46, 3 participants).
Which 401(k) plans cover a similar participant headcount to Midstate Ortho 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 721310991.

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.