401(k) · DOL Form 5500 · 2023

Orthopaedic Specialty Group, P.C. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
176
Participants Small participant base
81st
Percentile by assets National rank
$189,111
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthopaedic Specialty Group, P. C. 401(k) Pension Plan · Sponsored by Orthopaedic Specialty Group, P.C. · Connecticut · Healthcare & Social Assistance

$33M in assets, 176 participants

Orthopaedic Specialty Group, P.C.'s Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported $33M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,775 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan covers 176 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $33M.

#14,775
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan's outsized position by total assets

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs every filed plan by assets

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

$33,283,492 Top 19% higher than 81% 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 Specialty Group, P. C. 401(k) Pension 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. Orthopaedic Specialty Group, P. C. 401(k) Pension Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orthopaedic Specialty Group, P. C. 401(k) Pension Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported participants rose from 174 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061455612 · Orthopaedic Specialty Group, P.C. PY 2023 · 401(k)

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan · $33M · 176 · 81st

  • NET $33M
  • NET 176
  • NET 81st
  • NET 401(k)
  • NET near Stark Truss Company, Inc. Employee 401(k) Plan
  • NET ind #14775

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 →

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan in the asset neighbourhood

Stark Truss Company, Inc. Employee 401(k) PlanStark Truss Company, Inc. Em…$33MBernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement PlanBernard Robinson & Company, …$33MChampions Group 401(k) Plan$33MOrthopaedic Specialty Group, P. C. 401(k) Pension PlanOrthopaedic Specialty Group,…$33MMedialinks Tv LLC 401(k) Profit Sharing Plan and TrustMedialinks Tv LLC 401(k) Pro…$33M
End-of-year total assets ($M) among Orthopaedic Specialty Group, P. C. 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN061455612
Plan Effective Date1984-01-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Specialty Group, P.C.)

Sponsor-wide plan assets over time

All Orthopaedic Specialty Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 18.268146404284508% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31M $36.7M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 174 $31M
2023 1 176 $33M
2024 1 156 $37M

Nearby 401(k) Plans in Connecticut

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

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orthopaedic Specialty Group, P. C. 401(k) Pension Plan, Total assets ($B): 0.033283492 · Participants: 176Orthopaedic Specialty Group, P. C. 401(k) Pension 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
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Orthopaedic Specialty Group, P. C. 401(k) Pension Plan side-by-side with 3 peers →

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Stark Truss Company, Inc. Employee 401(k) Plan in OH ($33M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Specialty Group, P. C. 401(k) Pension Plan assets move in 2023? ▼
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan grew at a solid clip - up 7.3% during 2023, from $31M to $33M. Reported net income was $2M.
How have Orthopaedic Specialty Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialty Group, P.C.'s sponsor-wide assets grew 18.3%, from $31M to $37M.
Where does Orthopaedic Specialty Group, P. C. 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan ranks in the 81st 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 Orthopaedic Specialty Group, P. C. 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stark Truss Company, Inc. Employee 401(k) Plan in OH ($33M, 667 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialty Group, P. C. 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 061455612.

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.