401(k) · DOL Form 5500 · 2023

Orthoalliance Mso, LLC 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
1,823
Participants Near avg headcount
94th
Percentile by assets National rank
$100,801
Avg per participant Below avg balance/head
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Official DOL plan name: Orthoalliance 401(k) Plan · Sponsored by Orthoalliance Mso, LLC · Ohio · Healthcare & Social Assistance

$184M in assets, 1,823 participants

Orthoalliance Mso, LLC's Orthoalliance 401(k) Plan reported $184M in total assets and 1,823 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,812 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Orthoalliance 401(k) Plan covers 1,823 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $184M.

#16,812
in Healthcare & Social Assistance (17,684 peers)
+76.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Orthoalliance 401(k) Plan's outsized position by total assets

Orthoalliance 401(k) Plan vs every filed plan by assets

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

$183,760,968 Top 6% higher than 94% 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

Orthoalliance 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthoalliance 401(k) Plan lands in the large band (1,823 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthoalliance 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Orthoalliance 401(k) Plan reported participants rose from 859 in the plan year 2022 filing to 1,823 in the plan year 2023 filing.
  • Orthoalliance 401(k) Plan end-of-year assets rose from $104M in the plan year 2022 filing to $184M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311483173 · Orthoalliance Mso, LLC PY 2023 · 401(k)

Orthoalliance 401(k) Plan · $184M · 1,823 · 94th

  • ASSETS $184M
  • PCT 1,823
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Datadog 401(k) Plan
  • IND ind #16812

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 Ohio →

Orthoalliance 401(k) Plan in the asset neighbourhood

Orthoalliance 401(k) Plan$184MDatadog 401(k) Plan$184MW. B. Mason Company Retirement 401(k) Plan & TrustW. B. Mason Company Retireme…$184MRohde & Schwarz, Inc. Savings PlanRohde & Schwarz, Inc. Saving…$184MEmergeortho PA Retirement PlanEmergeortho PA Retirement Pl…$184M
End-of-year total assets ($M) among Orthoalliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$184M
Net Income$78M
Employer EIN311483173
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthoalliance Mso, LLC)

Sponsor-wide plan assets over time

All Orthoalliance Mso, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$184M 76.58786135323612% vs 2022
2023 filing year
$50M$100M$150M$200M 20222023 $104M $184M ▲ +76.6%
Year Plans Participants Total Assets
2022 1 859 $104M
2023 1 1,823 $184M

Nearby 401(k) Plans in Ohio

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

Orthoalliance 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Orthoalliance 401(k) Plan, Total assets ($B): 0.183760968 · Participants: 1823Orthoalliance 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Orthoalliance 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Orthoalliance 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Datadog 401(k) Plan in NY ($184M); by covered participants it is The Azek Company 401(k) Plan in IL (1,824 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,823 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 Orthoalliance 401(k) Plan assets move in 2023? ▼
Orthoalliance 401(k) Plan surged - up 76.6% during 2023, from $104M to $184M. Reported net income was $78M.
How have Orthoalliance Mso, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthoalliance Mso, LLC's sponsor-wide assets grew 76.6%, from $104M to $184M.
Where does Orthoalliance 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthoalliance 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthoalliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Datadog 401(k) Plan in NY ($184M, 2,910 participants).
Which 401(k) plans cover a similar participant headcount to Orthoalliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Azek Company 401(k) Plan in IL (1,824 participants, $92M 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 311483173.

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.