401(k) · DOL Form 5500 · 2023

Ora Orthopedics, P.C. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
339
Participants Below avg headcount
88th
Percentile by assets National rank
$198,677
Avg per participant Above avg balance/head
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Official DOL plan name: Ora Orthopedics, P.C. 401(k) Savings Plan · Sponsored by Ora Orthopedics, P.C. · Iowa · Healthcare & Social Assistance

$67M in assets, 339 participants

Ora Orthopedics, P.C.'s Ora Orthopedics, P.C. 401(k) Savings Plan reported $67M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,913 in Healthcare & Social Assistance (17,684 peers)

Where Ora Orthopedics, P.C. 401(k) Savings Plan sits by assets

Ora Orthopedics, P.C. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $67M for 339 participants (~$198,677/participant), up 19.1% in 2023.

#15,913
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ora Orthopedics, P.C. 401(k) Savings Plan's outsized position by total assets

Ora Orthopedics, P.C. 401(k) Savings Plan vs every filed plan by assets

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

$67,351,408 Top 12% higher than 88% 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

Ora Orthopedics, P.C. 401(k) Savings 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. Ora Orthopedics, P.C. 401(k) Savings Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ora Orthopedics, P.C. 401(k) Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ora Orthopedics, P.C. 401(k) Savings Plan end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Ora Orthopedics, P.C. 401(k) Savings Plan reported participants rose from 316 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362691642 · Ora Orthopedics, P.C. PY 2023 · 401(k)

Ora Orthopedics, P.C. 401(k) Savings Plan · $67M · 339 · 88th

  • RANK $67M
  • PHOTO 339
  • IND 88th
  • EOY 401(k)
  • 5500 near Granger 401(k) Plan
  • ASSETS ind #15913

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 Iowa →

Ora Orthopedics, P.C. 401(k) Savings Plan in the asset neighbourhood

Granger 401(k) Plan$67MNorris Mclaughlin, P.a. Thrift Savings PlanNorris Mclaughlin, P.a. Thri…$67MOra Orthopedics, P.C. 401(k) Savings PlanOra Orthopedics, P.C. 401(k)…$67MHeplerbroom, LLC 401(k) Profit Sharing PlanHeplerbroom, LLC 401(k) Prof…$67MStanley Steemer 401(k) Retirement PlanStanley Steemer 401(k) Retir…$67M
End-of-year total assets ($M) among Ora Orthopedics, P.C. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$67M
Net Income$11M
Employer EIN362691642
Plan Effective Date1972-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ora Orthopedics, P.C.)

Sponsor-wide plan assets over time

All Ora Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 45.04585045840318% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $61.1M $88.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 2 632 $61M
2023 2 675 $75M
2024 2 793 $89M

Nearby 401(k) Plans in Iowa

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

Ora Orthopedics, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ora Orthopedics, P.C. 401(k) Savings Plan, Total assets ($B): 0.067351408 · Participants: 339Ora Orthopedics, P.C. 401(k) Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Ora Orthopedics, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ora Orthopedics, P.C. 401(k) Savings Plan side-by-side with 3 peers →

Ora Orthopedics, P.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Granger 401(k) Plan in MI ($67M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Ora Orthopedics, P.C. 401(k) Savings Plan assets move in 2023? ▼
Ora Orthopedics, P.C. 401(k) Savings Plan grew sharply - up 19.1% during 2023, from $57M to $67M. Reported net income was $11M.
How have Ora Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ora Orthopedics, P.C.'s sponsor-wide assets grew 45.0%, from $61M to $89M.
Where does Ora Orthopedics, P.C. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ora Orthopedics, P.C. 401(k) Savings Plan ranks in the 88th 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 Ora Orthopedics, P.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Granger 401(k) Plan in MI ($67M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Ora Orthopedics, P.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 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 362691642.

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.