401(k) · DOL Form 5500 · 2024
The Orthopaedic Institute of Western Kentucky, PLLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 132
- Participants Small participant base
Official DOL plan name: Oiwk 401(k) Profit Sharing Plan · Sponsored by The Orthopaedic Institute of Western Kentucky, PLLC · Kentucky · Healthcare & Social Assistance
N/A in assets, 132 participants
The Orthopaedic Institute of Western Kentucky, PLLC's Oiwk 401(k) Profit Sharing Plan reported N/A in total assets and 132 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Kentucky
Oiwk 401(k) Profit Sharing Plan covers 132 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: N/A.
- -$3M
- reported net income
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oiwk 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oiwk 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oiwk 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Oiwk 401(k) Profit Sharing Plan reported participants fell from 142 in the plan year 2023 filing to 132 in the plan year 2024 filing.
DOL schedule card
Filing strip 870993907 · The Orthopaedic Institute of Western Kentucky, PLLC PY 2024 · 401(k)
Oiwk 401(k) Profit Sharing Plan · N/A · 132
- ASSETS N/A
- ASSETS 132
- ASSETS PY 2024
- ASSETS 401(k)
- ASSETS near Tbc 401(k) Plan
- ASSETS -$3M
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 Kentucky →
Kentucky filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 870993907 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Orthopaedic Institute of Western Kentucky, PLLC)
Sponsor-wide plan assets over time
All The Orthopaedic Institute of Western Kentucky, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $1M |
| 2023 | 1 | 142 | $3M |
| 2024 | 1 | 132 | N/A |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Oiwk 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Kentucky, the nearest 401(k) by covered participants is Tbc 401(k) Plan in TX (132 participants; this filing: 132 participants).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Tbc 401(k) Plan (TX) 132 · 0 off
- Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
- Royce Geospatial Consultants 401(k) (VA) 132 · 0 off
- Colcal Colorado, Inc. Retirement Plan (CO) 132 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.