401(k) · DOL Form 5500 · 2023

Columbia Orthopaedic Group LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
170
Participants Small participant base
84th
Percentile by assets National rank
$266,836
Avg per participant High balance/head
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Official DOL plan name: Columbia Orthopaedic Group Profit Sharing Plan and Trust · Sponsored by Columbia Orthopaedic Group LLP · Missouri · Healthcare & Social Assistance

$45M in assets, 170 participants

Columbia Orthopaedic Group LLP's Columbia Orthopaedic Group Profit Sharing Plan and Trust reported $45M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,358 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Columbia Orthopaedic Group Profit Sharing Plan and Trust covers 170 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $45M.

#15,358
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Columbia Orthopaedic Group Profit Sharing Plan and Trust's outsized position by total assets

Columbia Orthopaedic Group Profit Sharing Plan and Trust vs every filed plan by assets

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

$45,362,103 Top 16% higher than 84% 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

Columbia Orthopaedic Group Profit Sharing Plan and Trust 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. Columbia Orthopaedic Group Profit Sharing Plan and Trust sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia Orthopaedic Group Profit Sharing Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Columbia Orthopaedic Group Profit Sharing Plan and Trust end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Columbia Orthopaedic Group Profit Sharing Plan and Trust reported participants fell from 173 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431427548 · Columbia Orthopaedic Group LLP PY 2023 · 401(k)

Columbia Orthopaedic Group Profit Sharing Plan and Trust · $45M · 170 · 84th

  • EOY $45M
  • EOY 170
  • EOY 84th
  • EOY 401(k)
  • EOY near Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan
  • EOY ind #15358

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 Missouri →

Columbia Orthopaedic Group Profit Sharing Plan and Trust in the asset neighbourhood

Columbia Orthopaedic Group Profit Sharing Plan and TrustColumbia Orthopaedic Group P…$45MKeiter, Stephens, Hurst, Gary & Shreaves 401(k) PlanKeiter, Stephens, Hurst, Gar…$45MAlignment Healthcare USA, LLC 401(k) PlanAlignment Healthcare USA, LL…$45MRsi 401(k) Retirement Savings PlanRsi 401(k) Retirement Saving…$45MMcgrath Automotive Group, Inc. 401(k) PlanMcgrath Automotive Group, In…$45M
End-of-year total assets ($M) among Columbia Orthopaedic Group Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN431427548
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Orthopaedic Group LLP)

Sponsor-wide plan assets over time

All Columbia Orthopaedic Group LLP plans reported in each filing year

Latest sponsor-wide plan assets
$51M 33.45796591170655% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.2M $51M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 173 $38M
2023 1 170 $45M
2024 1 210 $51M

Nearby 401(k) Plans in Missouri

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

Columbia Orthopaedic Group Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Columbia Orthopaedic Group Profit Sharing Plan and Trust, Total assets ($B): 0.045362103 · Participants: 170Columbia Orthopaedic Group Profit Sharing Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Columbia Orthopaedic Group Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Columbia Orthopaedic Group Profit Sharing Plan and Trust side-by-side with 3 peers →

Columbia Orthopaedic Group Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan in VA ($45M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Columbia Orthopaedic Group Profit Sharing Plan and Trust assets move in 2023? ▼
Columbia Orthopaedic Group Profit Sharing Plan and Trust grew sharply - up 18.8% during 2023, from $38M to $45M. Reported net income was $7M.
How have Columbia Orthopaedic Group LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Orthopaedic Group LLP's sponsor-wide assets grew 33.5%, from $38M to $51M.
Where does Columbia Orthopaedic Group Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Columbia Orthopaedic Group Profit Sharing Plan and Trust ranks in the 84th 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 Columbia Orthopaedic Group Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan in VA ($45M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Columbia Orthopaedic Group Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A 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 431427548.

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.