401(k) · DOL Form 5500 · 2023

Orthopedic Assoc. of Hartford PC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
288
Participants Below avg headcount
88th
Percentile by assets National rank
$225,003
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan · Sponsored by Orthopedic Assoc. of Hartford PC · Connecticut · Healthcare & Social Assistance

$65M in assets, 288 participants

Orthopedic Assoc. of Hartford PC's Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan reported $65M in total assets and 288 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.

  • #15,868 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan covers 288 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $65M.

#15,868
in Healthcare & Social Assistance (17,684 peers)
+7.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$64,800,926 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

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing 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. Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan reported participants rose from 261 in the plan year 2022 filing to 288 in the plan year 2023 filing.
  • Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan end-of-year assets rose from $60M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060837726 · Orthopedic Assoc. of Hartford PC PY 2023 · 401(k)

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan · $65M · 288 · 88th

  • PHOTO $65M
  • PHOTO 288
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Valley View Bancshares, Inc. 401(k) Plan
  • PHOTO ind #15868

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 Connecticut →

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan in the asset neighbourhood

Loar Group Inc. 401(k) Plan$65MEsler Companies 401(k) Plan$65MOrthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing PlanOrthopedic Associates of Har…$65MValley View Bancshares, Inc. 401(k) PlanValley View Bancshares, Inc.…$65MFaro 401(k) Plan$65M
End-of-year total assets ($M) among Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$65M
Net Income$5M
Employer EIN060837726
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Assoc. of Hartford PC)

Sponsor-wide plan assets over time

All Orthopedic Assoc. of Hartford PC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 26.40646539177248% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.2M $76M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 261 $60M
2023 1 288 $65M
2024 1 288 $76M

Nearby 401(k) Plans in Connecticut

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

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan, Total assets ($B): 0.064800926 · Participants: 288Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Valley View Bancshares, Inc. 401(k) Plan in KS ($65M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan grew at a solid clip - up 7.7% during 2023, from $60M to $65M. Reported net income was $5M.
How have Orthopedic Assoc. of Hartford PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Assoc. of Hartford PC's sponsor-wide assets grew 26.4%, from $60M to $76M.
Where does Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing 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 Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley View Bancshares, Inc. 401(k) Plan in KS ($65M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 060837726.

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.