401(k) · DOL Form 5500 · 2023

Alabama Orthopaedic Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
200
Participants Below avg headcount
79th
Percentile by assets National rank
$153,089
Avg per participant Above avg balance/head
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Official DOL plan name: Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by Alabama Orthopaedic Clinic, P.C. · Alabama · Healthcare & Social Assistance

$31M in assets, 200 participants

Alabama Orthopaedic Clinic, P.C.'s Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported $31M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,601 in Healthcare & Social Assistance (17,684 peers)

Where Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits by assets

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 200 participants (~$153,089/participant), up 14.7% in 2023.

#14,601
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,617,824 Top 21% higher than 79% 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

Alabama Orthopaedic Clinic, P.C. 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. Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported participants fell from 215 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 631174582 · Alabama Orthopaedic Clinic, P.C. PY 2023 · 401(k)

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · $31M · 200 · 79th

  • 5500 $31M
  • 5500 200
  • 5500 79th
  • 5500 401(k)
  • 5500 near Oz Architecture Profit Sharing Plan
  • 5500 ind #14601

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 Alabama →

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanAlabama Orthopaedic Clinic, …$31MSouthern Auto Sales, Inc. Master Profit Sharing PlanSouthern Auto Sales, Inc. Ma…$31MOz Architecture Profit Sharing PlanOz Architecture Profit Shari…$31MSperry Rail, Inc. Savings & Investment PlanSperry Rail, Inc. Savings & …$31MOpus Solutions, LLC 401(k) Retirement PlanOpus Solutions, LLC 401(k) R…$31M
End-of-year total assets ($M) among Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN631174582
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Orthopaedic Clinic, P.C.)

Sponsor-wide plan assets over time

All Alabama Orthopaedic Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 3.823918779238066% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $26.7M $27.7M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 215 $27M
2023 1 200 $31M
2024 1 203 $28M

Nearby 401(k) Plans in Alabama

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

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.030617824 · Participants: 200Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Oz Architecture Profit Sharing Plan in CO ($31M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $27M to $31M. Reported net income was $4M.
How have Alabama Orthopaedic Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Orthopaedic Clinic, P.C.'s sponsor-wide assets grew 3.8%, from $27M to $28M.
Where does Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 79th 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 Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oz Architecture Profit Sharing Plan in CO ($31M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 631174582.

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.