401(k) · DOL Form 5500 · 2023

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
74
Participants Small participant base
74th
Percentile by assets National rank
$283,508
Avg per participant High balance/head
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Official DOL plan name: Palm Beach Orthopaedic Institute, P.a. 401(k) Plan · Sponsored by Palm Beach Orthopaedic Institute, P.a. · Florida · Healthcare & Social Assistance

$21M in assets, 74 participants

Palm Beach Orthopaedic Institute, P.a.'s Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported $21M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,747 in Healthcare & Social Assistance (17,684 peers)

Palm Beach Orthopaedic Institute, P.a. multi-year trail

Palm Beach Orthopaedic Institute, P.a.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows Palm Beach Orthopaedic Institute, P.a. 401(k) Plan at $21M / 74 participants.

#13,747
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan's outsized position by total assets

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs every filed plan by assets

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

$20,979,555 Top 26% higher than 74% 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

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palm Beach Orthopaedic Institute, P.a. 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Palm Beach Orthopaedic Institute, P.a. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported participants rose from 68 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650327403 · Palm Beach Orthopaedic Institute, P.a. PY 2023 · 401(k)

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan · $21M · 74 · 74th

  • EOY $21M
  • EOY 74
  • EOY 74th
  • EOY 401(k)
  • EOY near Califia Farms, LLC 401(k) Plan
  • EOY ind #13747

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 →

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan in the asset neighbourhood

Palm Beach Orthopaedic Institute, P.a. 401(k) PlanPalm Beach Orthopaedic Insti…$21MCalifia Farms, LLC 401(k) PlanCalifia Farms, LLC 401(k) Pl…$21MYellowstone Bank 401(k) Plan$21MCameron Mitchell Restaurants, LLC 401(k) PlanCameron Mitchell Restaurants…$21MDyntek, Inc. 401(k) Plan$21M
End-of-year total assets ($M) among Palm Beach Orthopaedic Institute, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Palm Beach Orthopaedic Institute, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Palm Beach Orthopaedic Institute, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.850290163128975% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 68 $17M
2023 1 74 $21M
2024 1 79 $23M

Palm Beach Orthopaedic Institute, P.a. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN650327403
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Palm Beach Orthopaedic Institute, P.a. 401(k) Plan, Total assets ($B): 0.020979555 · Participants: 74Palm Beach Orthopaedic Institute, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Palm Beach Orthopaedic Institute, P.a. 401(k) Plan side-by-side with 3 peers →

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Califia Farms, LLC 401(k) Plan in CA ($21M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Palm Beach Orthopaedic Institute, P.a. 401(k) Plan assets move in 2023? ▼
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan grew sharply - up 22.3% during 2023, from $17M to $21M. Reported net income was $4M.
How have Palm Beach Orthopaedic Institute, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palm Beach Orthopaedic Institute, P.a.'s sponsor-wide assets grew 33.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Palm Beach Orthopaedic Institute, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Califia Farms, LLC 401(k) Plan in CA ($21M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Palm Beach Orthopaedic Institute, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 650327403.

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.