401(k) · DOL Form 5500 · 2023

Orthowest, P.C. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
242
Participants Below avg headcount
86th
Percentile by assets National rank
$214,331
Avg per participant Above avg balance/head
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Official DOL plan name: Orthowest, P.C. 401(k) Savings Plan · Sponsored by Orthowest, P.C. · Nebraska · Healthcare & Social Assistance

$52M in assets, 242 participants

Orthowest, P.C.'s Orthowest, P.C. 401(k) Savings Plan reported $52M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,572 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Orthowest, P.C. 401(k) Savings Plan covers 242 participants in Nebraska, about 44% of the average Nebraska filer (state average ~552 per filing). Assets: $52M.

#15,572
in Healthcare & Social Assistance (17,684 peers)
+21.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Orthowest, P.C. 401(k) Savings Plan's outsized position by total assets

Orthowest, P.C. 401(k) Savings Plan vs every filed plan by assets

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

$51,867,983 Top 14% higher than 86% 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

Orthowest, P.C. 401(k) Savings 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. Orthowest, P.C. 401(k) Savings Plan sits mid-pack in the medium band (242 participants).

DOL schedule card

Filing strip 470845955 · Orthowest, P.C. PY 2023 · 401(k)

Orthowest, P.C. 401(k) Savings Plan · $52M · 242 · 86th

  • SCH $52M
  • SCH 242
  • SCH 86th
  • SCH 401(k)
  • SCH near R & R Insurance Services, Inc. 401(k) Profit Sharing Plan
  • SCH ind #15572

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 Nebraska →

Orthowest, P.C. 401(k) Savings Plan in the asset neighbourhood

Miller's, Inc. Employees' Profit Sharing PlanMiller's, Inc. Employees' Pr…$52MScott Companies Profit Sharing PlanScott Companies Profit Shari…$52MOrthowest, P.C. 401(k) Savings PlanOrthowest, P.C. 401(k) Savin…$52MR & R Insurance Services, Inc. 401(k) Profit Sharing PlanR & R Insurance Services, In…$52MAzurity Pharmaceutical, Inc. 401(k) Profit Sharing Plan TrustAzurity Pharmaceutical, Inc.…$52M
End-of-year total assets ($M) among Orthowest, P.C. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$52M
Net Income$9M
Employer EIN470845955
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthowest, P.C.)

Sponsor-wide plan assets over time

All Orthowest, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 20232024 $51.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 242 $52M
2024 1 277 N/A

Nearby 401(k) Plans in Nebraska

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

Orthowest, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Orthowest, P.C. 401(k) Savings Plan, Total assets ($B): 0.051867983 · Participants: 242Orthowest, P.C. 401(k) Savings PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Orthowest, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Orthowest, P.C. 401(k) Savings Plan side-by-side with 3 peers →

Orthowest, P.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is R & R Insurance Services, Inc. 401(k) Profit Sharing Plan in WI ($52M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Orthowest, P.C. 401(k) Savings Plan assets move in 2023? ▼
Orthowest, P.C. 401(k) Savings Plan grew sharply - up 21.8% during 2023, from $43M to $52M. Reported net income was $9M.
Where does Orthowest, P.C. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Orthowest, P.C. 401(k) Savings Plan ranks in the 86th 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 Orthowest, P.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & R Insurance Services, Inc. 401(k) Profit Sharing Plan in WI ($52M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Orthowest, P.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M 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 470845955.

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.