401(k) · DOL Form 5500 · 2023
Jacksonville Orthopaedic Institute, Inc. 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 291
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $263,394
- Avg per participant High balance/head
Official DOL plan name: Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust · Sponsored by Jacksonville Orthopaedic Institute, Inc. · Florida · Healthcare & Social Assistance
$77M in assets, 291 participants
Jacksonville Orthopaedic Institute, Inc.'s Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust reported $77M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,061 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust covers 291 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $77M.
- #16,061
- in Healthcare & Social Assistance (17,684 peers)
- +13.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust's outsized position by total assets
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,647,725 Top 11% higher than 89% 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
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & 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. Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (291 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust end-of-year assets rose from $67M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust reported participants fell from 327 in the plan year 2022 filing to 291 in the plan year 2023 filing.
DOL schedule card
Filing strip 593120987 · Jacksonville Orthopaedic Institute, Inc. PY 2023 · 401(k)
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust · $77M · 291 · 89th
- PCT $77M
- EIN 291
- RANK 89th
- PHOTO 401(k)
- IND near San Francisco Giants 401(k) Plan
- EOY ind #16061
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 →
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $9M |
| Employer EIN | 593120987 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacksonville Orthopaedic Institute, Inc.)
Sponsor-wide plan assets over time
All Jacksonville Orthopaedic Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 20.06453709532805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 327 | $67M |
| 2023 | 1 | 291 | $77M |
| 2024 | 1 | 362 | $81M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is San Francisco Giants 401(k) Plan in CA ($77M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- San Francisco Giants 401(k) Plan (CA) $77M · 567
- Workwear Outfitters 401(k) Savings Plan (TN) $77M · 1,205
- Parksite 401(k) Plan (IL) $77M · 705
- Practice Dynamics Inc. 401(k) Plan (MD) $77M · 810
Similar participant headcount
Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.
- Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit (CA) 291 · 0 off
- Assemblers, Inc. 401(k) Plan (TN) 291 · 0 off
- Cataler North America 401(k) Plan (NC) 291 · 0 off
- Haztek, Inc. 401(k) P/S Plan (NJ) 291 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.