401(k) · DOL Form 5500 · 2023

Tennessee Orthopaedic Alliance, P.a. 401(k) Plan

Data updated 2026-08-11

$207M
Total assets
1,184
Participants
95th
Percentile by assets
$175,029
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$207M
total plan assets (2023 EOY)
1,184
covered participants
95th
percentile by assets (of 127,072 plans)
$175,029
avg assets per participant

Where Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Tennessee
Industry
Healthcare & Social Assistance

Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs the 2023 asset distribution

By assets, Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$207M
Net Income$35M
Employer EIN620862316
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Orthopaedic Alliance, P.a.)

$160M$180M$200M$220M$240M$260M 202220232024 $172M $237M ▲ +37.3%
Total plan assets by year, all Tennessee Orthopaedic Alliance, P.a. plans on file
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.

Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Tennessee Orthopaedic Alliance 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 Tennessee Orthopaedi…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Tennessee Orthopaedic Alliance 401(k) & … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan assets move in 2023? ▼
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan grew sharply - up 20.2% during 2023, from $172M to $207M. Reported net income was $35M.
How have Tennessee Orthopaedic Alliance, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tennessee Orthopaedic Alliance, P.a.'s sponsor-wide assets grew 37.2%, from $172M to $237M.
Where does Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Siegfried Group's 401(k) Plan in DE ($207M, 1,421 participants).

Next read for Tennessee Orthopaedic Alliance 401(k) & …

Scale reading

Ways to act on Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's numbers.

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 620862316.

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.