401(k) · DOL Form 5500 · 2023

Appalachian Orthopaedic Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
108
Participants Small participant base
74th
Percentile by assets National rank
$199,917
Avg per participant Above avg balance/head
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Official DOL plan name: Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan · Sponsored by Appalachian Orthopaedic Associates, P.C. · Tennessee · Healthcare & Social Assistance

$22M in assets, 108 participants

Appalachian Orthopaedic Associates, P.C.'s Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan reported $22M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,832 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan covers 108 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $22M.

#13,832
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,591,075 Top 26% higher than 74% 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

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing 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. Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621654377 · Appalachian Orthopaedic Associates, P.C. PY 2023 · 401(k)

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan · $22M · 108 · 74th

  • VS-ST $22M
  • BOY 108
  • SCH 74th
  • EBSA 401(k)
  • PART near Hills Properties Profit Sharing Plan
  • TYPE ind #13832

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 Tennessee →

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing PlanAppalachian Orthopaedic Asso…$22MHills Properties Profit Sharing PlanHills Properties Profit Shar…$22MWayne Brothers, Inc. 401(k) PlanWayne Brothers, Inc. 401(k) …$22MPioneer Manufacturing Company, Inc. 401(k) PlanPioneer Manufacturing Compan…$22MHaller Enterprises, LLC Profit Sharing & Savings PlanHaller Enterprises, LLC Prof…$22M
End-of-year total assets ($M) among Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN621654377
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Orthopaedic Associates, P.C.)

Sponsor-wide plan assets over time

All Appalachian Orthopaedic Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.380665225357866% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.7M $22.7M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 109 $19M
2023 1 108 $22M
2024 1 134 $23M

Nearby 401(k) Plans in Tennessee

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

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.021591075 · Participants: 108Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Hills Properties Profit Sharing Plan in OH ($22M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan grew sharply - up 15.2% during 2023, from $19M to $22M. Reported net income was $3M.
How have Appalachian Orthopaedic Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appalachian Orthopaedic Associates, P.C.'s sponsor-wide assets grew 21.4%, from $19M to $23M.
Which 401(k) plans are similar in size to Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hills Properties Profit Sharing Plan in OH ($22M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 621654377.

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.