Orthotexas 401(k) Plan

401(k) · DOL Form 5500 · 2023

What the Filing Says About Orthotexas 401(k) Plan

Orthotexas 401(k) Plan is a 401(k) retirement plan sponsored by Orthotexas Physicians and Surgeons, PLLC, headquartered in Texas. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 91 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 273463481, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged up modestly from $16M at the beginning of 2023 to $17M at year-end - up 3.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $570K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Orthotexas Physicians and Surgeons, PLLC has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $16M to $17M, a gain of 3.6%, while reported participants moved from 95 to 91 (-4.2%). Year-by-year, sponsor-wide filings show: 2022 - $16M in assets across 1 plan covering 95 participants; 2023 - $17M in assets across 1 plan covering 91 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Orthotexas 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.