401(k) · DOL Form 5500 · 2023

Orthopaedic Solutions Management, LLC 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
1,279
Participants Near avg headcount
93rd
Percentile by assets National rank
$97,621
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic Solutions Management 401(k) Plan · Sponsored by Orthopaedic Solutions Management, LLC · Florida · Healthcare & Social Assistance

$125M in assets, 1,279 participants

Orthopaedic Solutions Management, LLC's Orthopaedic Solutions Management 401(k) Plan reported $125M in total assets and 1,279 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,546 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Orthopaedic Solutions Management 401(k) Plan covers 1,279 participants in Florida, 2.0x the typical Florida plan (state average ~628 per filing). Assets: $125M.

#16,546
in Healthcare & Social Assistance (17,684 peers)
+30.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Orthopaedic Solutions Management 401(k) Plan's outsized position by total assets

Orthopaedic Solutions Management 401(k) Plan vs every filed plan by assets

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

$124,856,771 Top 7% higher than 93% 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

Orthopaedic Solutions Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedic Solutions Management 401(k) Plan lands in the large band (1,279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Solutions Management 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Orthopaedic Solutions Management 401(k) Plan end-of-year assets rose from $95M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Orthopaedic Solutions Management 401(k) Plan reported participants rose from 1,117 in the plan year 2022 filing to 1,279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592929608 · Orthopaedic Solutions Management, LLC PY 2023 · 401(k)

Orthopaedic Solutions Management 401(k) Plan · $125M · 1,279 · 93rd

  • ASSETS $125M
  • ASSETS 1,279
  • ASSETS 93rd
  • ASSETS 401(k)
  • ASSETS near Sh Group, Inc. Profit Sharing and 401(k) Plan
  • ASSETS ind #16546

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 Florida →

Orthopaedic Solutions Management 401(k) Plan in the asset neighbourhood

Kaleida Health Savings/Investment (401(k)) PlanKaleida Health Savings/Inves…$125MMill Creek Residential Trust Resources LLC 401(k) PlanMill Creek Residential Trust…$125MOrthopaedic Solutions Management 401(k) PlanOrthopaedic Solutions Manage…$125MSh Group, Inc. Profit Sharing and 401(k) PlanSh Group, Inc. Profit Sharin…$125MMeriton, LLC 401(k) Profit Sharing PlanMeriton, LLC 401(k) Profit S…$125M
End-of-year total assets ($M) among Orthopaedic Solutions Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$125M
Net Income$29M
Employer EIN592929608
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Solutions Management, LLC)

Sponsor-wide plan assets over time

All Orthopaedic Solutions Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$151M 58.61127224294347% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $95.4M $151M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 1,117 $95M
2023 1 1,279 $125M
2024 1 1,798 $151M

Nearby 401(k) Plans in Florida

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

Orthopaedic Solutions Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Orthopaedic Solutions Management 401(k) Plan, Total assets ($B): 0.124856771 · Participants: 1279Orthopaedic Solutions Management 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Orthopaedic Solutions Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orthopaedic Solutions Management 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Sh Group, Inc. Profit Sharing and 401(k) Plan in NY ($125M); by covered participants it is Avantax Inc. 401(k) Retirement Plan in TX (1,279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,279 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 Orthopaedic Solutions Management 401(k) Plan assets move in 2023? ▼
Orthopaedic Solutions Management 401(k) Plan surged - up 30.9% during 2023, from $95M to $125M. Reported net income was $29M.
How have Orthopaedic Solutions Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Solutions Management, LLC's sponsor-wide assets grew 58.6%, from $95M to $151M.
Where does Orthopaedic Solutions Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Solutions Management 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedic Solutions Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sh Group, Inc. Profit Sharing and 401(k) Plan in NY ($125M, 466 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Solutions Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avantax Inc. 401(k) Retirement Plan in TX (1,279 participants, $111M 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 592929608.

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.