Profit Sharing · DOL Form 5500 · 2023
University Orthopaedic Services Inc Profit Sharing Plan
Data updated 2026-08-11
- $59M
- Total assets
- 270
- Participants
- 87th
- Percentile by assets
- $218,292
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $59M
- total plan assets (2023 EOY)
- 270
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $218,292
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. University Orthopaedic Services, Inc. Retirement Plan reports 270 participants - about 34% of that state average ($59M EOY assets).
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)
| 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.
University Orthopaedic Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to University Orthopaedic Services, Inc. Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on University Orthopaedic Services, Inc. Retirement Plan's numbers.
- By total assets, University Orthopaedic Services, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- University Orthopaedic Services Inc's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans