401(k) · DOL Form 5500 · 2023
Tennessee Orthopaedic Alliance, P.a. 401(k) Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 1,184
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $175,029
- Avg per participant Above avg balance/head
Official DOL plan name: Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan · Sponsored by Tennessee Orthopaedic Alliance, P.a. · Tennessee · Healthcare & Social Assistance
$207M in assets, 1,184 participants
Tennessee Orthopaedic Alliance, P.a.'s Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan reported $207M in total assets and 1,184 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,881 in Healthcare & Social Assistance (17,684 peers)
Where Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan sits by assets
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan sits in the top 5% of all filed plans by assets, $207M for 1,184 participants (~$175,029/participant), up 20.2% in 2023.
- #16,881
- in Healthcare & Social Assistance (17,684 peers)
- +20.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's outsized position by total assets
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,234,631 Top 5% higher than 95% 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
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan lands in the large band (1,184 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan reported net income rose from -$25M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan end-of-year assets rose from $172M in the plan year 2022 filing to $207M in the plan year 2023 filing.
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan reported participants rose from 1,038 in the plan year 2022 filing to 1,184 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 620862316 · Tennessee Orthopaedic Alliance, P.a. PY 2023 · 401(k)
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan · $207M · 1,184 · 95th
- BOY $207M
- SCH 1,184
- EBSA 95th
- PART 401(k)
- TYPE near The Siegfried Group's 401(k) Plan
- NET ind #16881
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 →
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | $35M |
| Employer EIN | 620862316 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tennessee Orthopaedic Alliance, P.a.)
Sponsor-wide plan assets over time
All Tennessee Orthopaedic Alliance, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $237M 37.248433006872375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,038 | $172M |
| 2023 | 1 | 1,184 | $207M |
| 2024 | 1 | 1,244 | $237M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Tennessee Orthopaedic Alliance 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 The Siegfried Group's 401(k) Plan in DE ($207M); by covered participants it is Southwestern Energy Company 401(k) Savings Plan in TX (1,184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- The Siegfried Group's 401(k) Plan (DE) $207M · 1,421
- Denbury Inc. 401(k) Profit Sharing Plan (TX) $207M · 767
- Tompkins Retirement Savings Plan (NY) $207M · 1,038
- Zekelman Industries Employees 401(k) and Pension Plan (IL) $207M · 1,434
Similar participant headcount
Nearest other-state filings by covered participants (1,184 participants); asset peers above are excluded.
- Southwestern Energy Company 401(k) Savings Plan (TX) 1,184 · 0 off
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan (TX) 1,184 · 0 off
- Tista Science and Technology Corporation 401(k) (MD) 1,184 · 0 off
- Local 344 Annuity Fund Plan (OK) 1,184 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.