401(k) · DOL Form 5500 · 2023
Capital Region Orthopaedic Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 364
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $164,624
- Avg per participant Above avg balance/head
Official DOL plan name: Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust · Sponsored by Capital Region Orthopaedic Associates, P.C. · New York · Healthcare & Social Assistance
$60M in assets, 364 participants
Capital Region Orthopaedic Associates, P.C.'s Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported $60M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,776 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust covers 364 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $60M.
- #15,776
- in Healthcare & Social Assistance (17,684 peers)
- +16.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust's outsized position by total assets
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$59,922,983 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust 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. Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust sits mid-pack in the medium band (364 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust end-of-year assets rose from $51M in the plan year 2022 filing to $60M in the plan year 2023 filing.
- Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported participants rose from 340 in the plan year 2022 filing to 364 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 141633562 · Capital Region Orthopaedic Associates, P.C. PY 2023 · 401(k)
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust · $60M · 364 · 87th
- SCH $60M
- SCH 364
- SCH 87th
- SCH 401(k)
- SCH near Des Architects + Engineers 401(k) Profit Sharing Plan
- SCH ind #15776
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 New York →
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $8M |
| Employer EIN | 141633562 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Region Orthopaedic Associates, P.C.)
Sponsor-wide plan assets over time
All Capital Region Orthopaedic Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 29.703533274562805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 340 | $51M |
| 2023 | 1 | 364 | $60M |
| 2024 | 1 | 381 | $67M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Des Architects + Engineers 401(k) Profit Sharing Plan in CA ($60M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Des Architects + Engineers 401(k) Profit Sharing Plan (CA) $60M · 170
- Truecar, Inc. and Subsidiaries 401(k) Plan (CA) $60M · 442
- Wisk Aero LLC 401(k) Plan (CA) $60M · 426
- Pankow Employees' Profit Sharing Plan (CA) $60M · 147
Similar participant headcount
Nearest other-state filings by covered participants (364 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.