401(k) · DOL Form 5500 · 2023

Ortho Benefits Corp 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
242
Participants Below avg headcount
62nd
Percentile by assets National rank
$48,058
Avg per participant Low balance/head
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Official DOL plan name: Physicians 401(k) Solutions · Sponsored by Ortho Benefits Corp · Florida · Other Services

$12M in assets, 242 participants

Ortho Benefits Corp's Physicians 401(k) Solutions reported $12M in total assets and 242 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.

  • #6,159 in Other Services (7,857 peers)

Coverage in Florida

Physicians 401(k) Solutions covers 242 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#6,159
in Other Services (7,857 peers)
-5.0%
assets change YoY

Physicians 401(k) Solutions's mid-pack asset rank among Other Services and all filers

Physicians 401(k) Solutions vs every filed plan by assets

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

$11,630,147 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

Physicians 401(k) Solutions 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. Physicians 401(k) Solutions sits mid-pack in the medium band (242 participants).

Form 5500 schedule snapshot

Filing strip 471797746 · Ortho Benefits Corp PY 2023 · 401(k)

Physicians 401(k) Solutions · $12M · 242 · 62nd

  • IND $12M
  • IND 242
  • IND 62nd
  • IND 401(k)
  • IND near C.I. Banker Wire and Iron Works, Inc. 401(k) Plan
  • IND ind #6159

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 Other Services retirement plans → · Plans in Florida →

Physicians 401(k) Solutions in the asset neighbourhood

Physicians 401(k) Solutions$12MC.I. Banker Wire and Iron Works, Inc. 401(k) PlanC.I. Banker Wire and Iron Wo…$12MCapital Rx 401(k) Plan$12MVna & Hospice of the Southwest Region 401(k) Plan and TrustVna & Hospice of the Southwe…$12MNextpage 401(k) Profit Sharing PlanNextpage 401(k) Profit Shari…$12M
End-of-year total assets ($M) among Physicians 401(k) Solutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN471797746
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Benefits Corp)

Sponsor-wide plan assets over time

All Ortho Benefits Corp plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.375211673707696% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.3M $42.6M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 329 $37M
2023 2 535 $41M
2024 2 416 $43M

Nearby 401(k) Plans in Florida

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

Physicians 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Physicians 401(k) Solutions, Total assets ($B): 0.011630147 · Participants: 242Physicians 401(k) SolutionsL3harris 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
Physicians 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Physicians 401(k) Solutions side-by-side with 3 peers →

Physicians 401(k) Solutions's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is C.I. Banker Wire and Iron Works, Inc. 401(k) Plan in WI ($12M); 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 Physicians 401(k) Solutions assets move in 2023? ▼
Physicians 401(k) Solutions edged down modestly - down 5.0% during 2023, from $12M to $12M. Reported net income was $1M.
How have Ortho Benefits Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Benefits Corp's sponsor-wide assets grew 14.4%, from $37M to $43M.
Which 401(k) plans are similar in size to Physicians 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by assets is C.I. Banker Wire and Iron Works, Inc. 401(k) Plan in WI ($12M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Physicians 401(k) Solutions? ▼
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 471797746.

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.