Profit Sharing · DOL Form 5500 · 2023
University Orthopaedic Services Inc Profit Sharing Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 270
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $218,292
- Avg per participant Above avg balance/head
Official DOL plan name: University Orthopaedic Services, Inc. Retirement Plan · Sponsored by University Orthopaedic Services Inc · New York · Healthcare & Social Assistance
$59M in assets, 270 participants
University Orthopaedic Services Inc's University Orthopaedic Services, Inc. Retirement Plan reported $59M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,757 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
University Orthopaedic Services, Inc. Retirement Plan covers 270 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $59M.
- #15,757
- in Healthcare & Social Assistance (17,684 peers)
- +20.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
University Orthopaedic Services, Inc. Retirement Plan's outsized position by total assets
University Orthopaedic Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,938,925 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University Orthopaedic Services, Inc. Retirement 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. University Orthopaedic Services, Inc. Retirement Plan sits mid-pack in the medium band (270 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Orthopaedic Services, Inc. Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- University Orthopaedic Services, Inc. Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- University Orthopaedic Services, Inc. Retirement Plan reported participants rose from 267 in the plan year 2022 filing to 270 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161406947 · University Orthopaedic Services Inc PY 2023 · Profit Sharing
University Orthopaedic Services, Inc. Retirement Plan · $59M · 270 · 87th
- NET $59M
- BOOK 270
- VS-ST 87th
- BOY Profit Sharing
- SCH near Mercy Corps 403(b) Plan
- EBSA ind #15757
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 New York →
University Orthopaedic Services, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $10M |
| Employer EIN | 161406947 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Orthopaedic Services Inc)
Sponsor-wide plan assets over time
All University Orthopaedic Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 42.06360434990816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $49M |
| 2023 | 1 | 270 | $59M |
| 2024 | 1 | 303 | $70M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
University Orthopaedic Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Mercy Corps 403(b) Plan in OR ($59M); by covered participants it is Hornblower Puerto Rico Retirement Plan in PR (270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Mercy Corps 403(b) Plan (OR) $59M · 451
- Hensel Phelps Hourly Retirement Plan (CO) $59M · 695
- Malcolm Drilling Co., Inc. Profit Sharing 401(k) Plan (CA) $58M · 202
- Firelands Regional Health System 401(k) Plan (OH) $60M · 1,731
Similar participant headcount
Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.
- Hornblower Puerto Rico Retirement Plan (PR) 270 · 0 off
- Dorado Beach Golf Management Retirement Plan (PR) 271 · 1 off
- Logan University, Inc. Profit Sharing Plan (MO) 271 · 1 off
- All One God Faith, Inc. Profit Sharing Plan (CA) 271 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.