401(k) · DOL Form 5500 · 2023

Orthopaedic Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
133
Participants Small participant base
62nd
Percentile by assets National rank
$87,005
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust · Sponsored by Orthopaedic Associates, P.a. · Florida · Healthcare & Social Assistance

$12M in assets, 133 participants

Orthopaedic Associates, P.a.'s Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust reported $12M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,879 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust covers 133 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#11,879
in Healthcare & Social Assistance (17,684 peers)
+28.2%
assets growth YoY

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$11,571,613 Top 38% higher than 62% 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

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and 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. Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (133 participants).

EBSA filing schedule strip

Filing strip 592921954 · Orthopaedic Associates, P.a. PY 2023 · 401(k)

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust · $12M · 133 · 62nd

  • RANK $12M
  • RANK 133
  • RANK 62nd
  • RANK 401(k)
  • RANK near Affolter Contracting Company, Inc. Retirement Plan
  • RANK ind #11879

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 →

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and TrustOrthopaedic Associates, P.a.…$12MAffolter Contracting Company, Inc. Retirement PlanAffolter Contracting Company…$12MAryaka Networks, Inc. 401(k) PlanAryaka Networks, Inc. 401(k)…$12MEngineered Services, Inc. Retirement PlanEngineered Services, Inc. Re…$12MFci Lender Services Inc 401(k) Profit Sharing Plan & TrustFci Lender Services Inc 401(…$12M
End-of-year total assets ($M) among Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN592921954
Plan Effective Date1989-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates, P.a.)

Sponsor-wide plan assets over time

All Orthopaedic Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 48.168945850505025% vs 2023
2024 filing year
$10M$12M$14M$16M$18M 20232024 $11.6M $17.2M ▲ +48.2%
Year Plans Participants Total Assets
2023 1 133 $12M
2024 1 141 $17M

Nearby 401(k) Plans in Florida

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

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.011571613 · Participants: 133Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and TrustL3harris 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
Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Affolter Contracting Company, Inc. Retirement Plan in TX ($12M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust assets move in 2023? ▼
Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust grew sharply - up 28.2% during 2023, from $9M to $12M. Reported net income was $3M.
How have Orthopaedic Associates, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Orthopaedic Associates, P.a.'s sponsor-wide assets grew 48.2%, from $12M to $17M.
Which 401(k) plans are similar in size to Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Affolter Contracting Company, Inc. Retirement Plan in TX ($12M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates, P.a. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 592921954.

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.