401(k) · DOL Form 5500 · 2023

Orthotexas Physicians and Surgeons, PLLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
91
Participants Small participant base
69th
Percentile by assets National rank
$181,716
Avg per participant Above avg balance/head
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Official DOL plan name: Orthotexas 401(k) Plan · Sponsored by Orthotexas Physicians and Surgeons, PLLC · Texas · Healthcare & Social Assistance

$17M in assets, 91 participants

Orthotexas Physicians and Surgeons, PLLC's Orthotexas 401(k) Plan reported $17M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,076 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Orthotexas 401(k) Plan holds $17M for 91 participants - about $181,716 per participant, above the median plan by assets.

#13,076
in Healthcare & Social Assistance (17,684 peers)
+3.6%
assets growth YoY

Orthotexas 401(k) Plan's outsized position by total assets

Orthotexas 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,536,177 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Orthotexas 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthotexas 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthotexas 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $570K in the plan year 2023 filing.
  • Orthotexas 401(k) Plan reported participants fell from 95 in the plan year 2022 filing to 91 in the plan year 2023 filing.
  • Orthotexas 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273463481 · Orthotexas Physicians and Surgeons, PLLC PY 2023 · 401(k)

Orthotexas 401(k) Plan · $17M · 91 · 69th

  • PHOTO $17M
  • IND 91
  • EOY 69th
  • 5500 401(k)
  • ASSETS near The Envent Corporation Profit Sharing Plan
  • PCT ind #13076

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 Texas →

Orthotexas 401(k) Plan in the asset neighbourhood

Orthotexas 401(k) Plan$17MThe Envent Corporation Profit Sharing PlanThe Envent Corporation Profi…$17MBarnum and Celillo Electric, Inc Profit Sharing and 401(k) PlanBarnum and Celillo Electric,…$17MEchostor Technologies, Inc. 401(k) Profit Sharing Plan and TrustEchostor Technologies, Inc. …$17MAutarkic Holdings, Inc. Profit Sharing PlanAutarkic Holdings, Inc. Prof…$17M
End-of-year total assets ($M) among Orthotexas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$570K
Employer EIN273463481
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthotexas Physicians and Surgeons, PLLC)

Sponsor-wide plan assets over time

All Orthotexas Physicians and Surgeons, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 3.569203573500121% vs 2022
2023 filing year
$15.8M$16M$16.2M$16.4M$16.6M 20222023 $16M $16.5M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 91 $17M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthotexas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orthotexas 401(k) Plan, Total assets ($B): 0.016536177 · Participants: 91Orthotexas 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Orthotexas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orthotexas 401(k) Plan side-by-side with 3 peers →

Orthotexas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Envent Corporation Profit Sharing Plan in CA ($17M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthotexas 401(k) Plan assets move in 2023? ▼
Orthotexas 401(k) Plan edged up modestly - up 3.6% during 2023, from $16M to $17M. Reported net income was $570K.
How have Orthotexas Physicians and Surgeons, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthotexas Physicians and Surgeons, PLLC's sponsor-wide assets grew 3.6%, from $16M to $17M.
Which 401(k) plans are similar in size to Orthotexas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Envent Corporation Profit Sharing Plan in CA ($17M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Orthotexas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 participants, N/A in assets).

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 273463481.

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.