401(k) · DOL Form 5500 · 2023

Asc Ortho Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
574
Participants Below avg headcount
83rd
Percentile by assets National rank
$71,266
Avg per participant Below avg balance/head
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Official DOL plan name: Aligned Orthopedic Partners 401(k) Plan · Sponsored by Asc Ortho Management Company, LLC · Maryland · Healthcare & Social Assistance

$41M in assets, 574 participants

Asc Ortho Management Company, LLC's Aligned Orthopedic Partners 401(k) Plan reported $41M in total assets and 574 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,172 in Healthcare & Social Assistance (17,684 peers)

Where Aligned Orthopedic Partners 401(k) Plan sits by assets

Aligned Orthopedic Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 574 participants (~$71,266/participant), up 29.7% in 2023.

#15,172
in Healthcare & Social Assistance (17,684 peers)
+29.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aligned Orthopedic Partners 401(k) Plan's outsized position by total assets

Aligned Orthopedic Partners 401(k) Plan vs every filed plan by assets

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

$40,906,414 Top 17% higher than 83% 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

Aligned Orthopedic Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aligned Orthopedic Partners 401(k) Plan sits mid-pack in the medium band (574 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aligned Orthopedic Partners 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 574 in the plan year 2023 filing.
  • Aligned Orthopedic Partners 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Aligned Orthopedic Partners 401(k) Plan reported net income rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831642974 · Asc Ortho Management Company, LLC PY 2023 · 401(k)

Aligned Orthopedic Partners 401(k) Plan · $41M · 574 · 83rd

  • PART $41M
  • TYPE 574
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Gastrointestinal Specialists, Amc 401(k) Profit Sharing Plan
  • BOY ind #15172

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 Maryland →

Aligned Orthopedic Partners 401(k) Plan in the asset neighbourhood

Aligned Orthopedic Partners 401(k) PlanAligned Orthopedic Partners …$41MGastrointestinal Specialists, Amc 401(k) Profit Sharing PlanGastrointestinal Specialists…$41MJonah Energy 401(k) Plan$41MNsg Technology, Inc. 401(k) PlanNsg Technology, Inc. 401(k) …$41MHershey Creamery Company Savings PlanHershey Creamery Company Sav…$41M
End-of-year total assets ($M) among Aligned Orthopedic Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN831642974
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asc Ortho Management Company, LLC)

Sponsor-wide plan assets over time

All Asc Ortho Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 63.67227021366817% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.5M $51.6M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 159 $32M
2023 1 574 $41M
2024 1 621 $52M

Nearby 401(k) Plans in Maryland

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

Aligned Orthopedic Partners 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aligned Orthopedic Partners 401(k) Plan, Total assets ($B): 0.040906414 · Participants: 574Aligned Orthopedic Partners 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Aligned Orthopedic Partners 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Aligned Orthopedic Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Gastrointestinal Specialists, Amc 401(k) Profit Sharing Plan in LA ($41M); by covered participants it is Enterprise Bank and Trust Company 401(k) Plan in MA (574 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (574 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 Aligned Orthopedic Partners 401(k) Plan assets move in 2023? ▼
Aligned Orthopedic Partners 401(k) Plan grew sharply - up 29.7% during 2023, from $32M to $41M. Reported net income was $9M.
How have Asc Ortho Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asc Ortho Management Company, LLC's sponsor-wide assets grew 63.7%, from $32M to $52M.
Where does Aligned Orthopedic Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Aligned Orthopedic Partners 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aligned Orthopedic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gastrointestinal Specialists, Amc 401(k) Profit Sharing Plan in LA ($41M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Aligned Orthopedic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enterprise Bank and Trust Company 401(k) Plan in MA (574 participants, $112M 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 831642974.

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.