401(k) · DOL Form 5500 · 2023

Union Orthotics & Prosthetics Co., LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
117
Participants Small participant base
62nd
Percentile by assets National rank
$97,933
Avg per participant Below avg balance/head
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Official DOL plan name: Union Orthotics & Prosthetics Co 401(k) Plan · Sponsored by Union Orthotics & Prosthetics Co., LLC · Pennsylvania · Healthcare & Social Assistance

$11M in assets, 117 participants

Union Orthotics & Prosthetics Co., LLC's Union Orthotics & Prosthetics Co 401(k) Plan reported $11M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,849 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Union Orthotics & Prosthetics Co 401(k) Plan covers 117 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#11,849
in Healthcare & Social Assistance (17,684 peers)
-2.4%
assets change YoY

The plan reported a net loss of $279K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Orthotics & Prosthetics Co 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Union Orthotics & Prosthetics Co 401(k) Plan vs every filed plan by assets

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

$11,458,189 Top 38% higher than 62% 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

Union Orthotics & Prosthetics Co 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. Union Orthotics & Prosthetics Co 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Orthotics & Prosthetics Co 401(k) Plan reported net income rose from -$473K in the plan year 2022 filing to -$279K in the plan year 2023 filing.
  • Union Orthotics & Prosthetics Co 401(k) Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251584030 · Union Orthotics & Prosthetics Co., LLC PY 2023 · 401(k)

Union Orthotics & Prosthetics Co 401(k) Plan · $11M · 117 · 62nd

  • EBSA $11M
  • PART 117
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Judy Construction Company Profit Sharing Plan
  • VS-ST ind #11849

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 Pennsylvania →

Union Orthotics & Prosthetics Co 401(k) Plan in the asset neighbourhood

Union Orthotics & Prosthetics Co 401(k) PlanUnion Orthotics & Prosthetic…$11MJudy Construction Company Profit Sharing PlanJudy Construction Company Pr…$11MGuidance Solutions Inc. 401(k) Plan & TrustGuidance Solutions Inc. 401(…$11MFoothill Packing, Inc. 401(k) PlanFoothill Packing, Inc. 401(k…$11MValley Sales, Inc. Retirement PlanValley Sales, Inc. Retiremen…$11M
End-of-year total assets ($M) among Union Orthotics & Prosthetics Co 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$279K
Employer EIN251584030
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Orthotics & Prosthetics Co., LLC)

Sponsor-wide plan assets over time

All Union Orthotics & Prosthetics Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.31751232236783% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $11.7M $9.82M ▼ -16.4%
Year Plans Participants Total Assets
2022 1 118 $12M
2023 1 117 $11M
2024 1 123 $10M

Nearby 401(k) Plans in Pennsylvania

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

Union Orthotics & Prosthetics Co 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Union Orthotics & Prosthetics Co 401(k) Plan, Total assets ($B): 0.011458189 · Participants: 117Union Orthotics & Prosthetics Co 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Union Orthotics & Prosthetics Co 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Union Orthotics & Prosthetics Co 401(k) Plan side-by-side with 3 peers →

Union Orthotics & Prosthetics Co 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Judy Construction Company Profit Sharing Plan in KY ($11M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Union Orthotics & Prosthetics Co 401(k) Plan assets move in 2023? ▼
Union Orthotics & Prosthetics Co 401(k) Plan edged down modestly - down 2.4% during 2023, from $12M to $11M. Reported net income was -$279K.
How have Union Orthotics & Prosthetics Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Orthotics & Prosthetics Co., LLC's sponsor-wide assets declined 16.3%, from $12M to $10M.
Which 401(k) plans are similar in size to Union Orthotics & Prosthetics Co 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Judy Construction Company Profit Sharing Plan in KY ($11M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Union Orthotics & Prosthetics Co 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 251584030.

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.