401(k) · DOL Form 5500 · 2023
Orthopedicsny, LLP 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 577
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $113,948
- Avg per participant Below avg balance/head
Official DOL plan name: Orthopedicsny, LLP 401(k) Profit Sharing Plan · Sponsored by Orthopedicsny, LLP · New York · Healthcare & Social Assistance
$66M in assets, 577 participants
Orthopedicsny, LLP's Orthopedicsny, LLP 401(k) Profit Sharing Plan reported $66M in total assets and 577 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.
- #15,883 in Healthcare & Social Assistance (17,684 peers)
Where Orthopedicsny, LLP 401(k) Profit Sharing Plan sits by assets
Orthopedicsny, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $66M for 577 participants (~$113,948/participant), up 20.2% in 2023.
- #15,883
- in Healthcare & Social Assistance (17,684 peers)
- +20.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Orthopedicsny, LLP 401(k) Profit Sharing Plan's outsized position by total assets
Orthopedicsny, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,747,732 Top 12% higher than 88% 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
Orthopedicsny, LLP 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. Orthopedicsny, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (577 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopedicsny, LLP 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Orthopedicsny, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- Orthopedicsny, LLP 401(k) Profit Sharing Plan reported participants rose from 546 in the plan year 2022 filing to 577 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 141777794 · Orthopedicsny, LLP PY 2023 · 401(k)
Orthopedicsny, LLP 401(k) Profit Sharing Plan · $66M · 577 · 88th
- BOY $66M
- SCH 577
- EBSA 88th
- PART 401(k)
- TYPE near Corvias Savings & Retirement Plan
- NET ind #15883
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 →
Orthopedicsny, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $11M |
| Employer EIN | 141777794 |
| Plan Effective Date | 1999-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedicsny, LLP)
Sponsor-wide plan assets over time
All Orthopedicsny, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 20.249013846342283% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 546 | $55M |
| 2023 | 1 | 577 | $66M |
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
Orthopedicsny, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Corvias Savings & Retirement Plan in RI ($66M); by covered participants it is Breg, Inc. 401(k) Plan in CA (577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Corvias Savings & Retirement Plan (RI) $66M · 753
- James Baker Group, Inc. 401(k) Plan (OK) $66M · 104
- Environmental Systems Design, Inc. Employees 401(k) Plan (IL) $66M · 296
- Boulay Retirement Plan and Trust (MN) $66M · 255
Similar participant headcount
Nearest other-state filings by covered participants (577 participants); asset peers above are excluded.
- Breg, Inc. 401(k) Plan (CA) 577 · 0 off
- Hamricks Corporation 401(k) Retirement Plan (SC) 577 · 0 off
- J-W Power Company Employee Profit Sharing Trust and 401(k) Plan (TX) 577 · 0 off
- Blarney Castle Oil Co. 401(k) Plan (MI) 577 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.