401(k) · DOL Form 5500 · 2023
Chattanooga Orthopaedic Group P.C. 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 444
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $116,696
- Avg per participant Below avg balance/head
Official DOL plan name: Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan · Sponsored by Chattanooga Orthopaedic Group P.C. · Tennessee · Healthcare & Social Assistance
$52M in assets, 444 participants
Chattanooga Orthopaedic Group P.C.'s Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan reported $52M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,570 in Healthcare & Social Assistance (17,684 peers)
Coverage in Tennessee
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan covers 444 participants in Tennessee, about 39% of the average Tennessee filer (state average ~1,126 per filing). Assets: $52M.
- #15,570
- in Healthcare & Social Assistance (17,684 peers)
- +28.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,812,951 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Chattanooga Orthopaedic Group, 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. Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan reported participants rose from 426 in the plan year 2022 filing to 444 in the plan year 2023 filing.
DOL schedule card
Filing strip 620988417 · Chattanooga Orthopaedic Group P.C. PY 2023 · 401(k)
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan · $52M · 444 · 86th
- PHOTO $52M
- IND 444
- EOY 86th
- 5500 401(k)
- ASSETS near Newsbank Retirement Savings Plan
- PCT ind #15570
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 Tennessee →
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $11M |
| Employer EIN | 620988417 |
| Plan Effective Date | 1976-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chattanooga Orthopaedic Group P.C.)
Sponsor-wide plan assets over time
All Chattanooga Orthopaedic Group P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 40.00441514184917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 426 | $40M |
| 2023 | 1 | 444 | $52M |
| 2024 | 1 | 494 | $57M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Newsbank Retirement Savings Plan in VT ($52M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Newsbank Retirement Savings Plan (VT) $52M · 345
- Alku 401(k) Plan (MA) $52M · 1,979
- Klingenstein, Fields & Co., L.P. Savings and Investment Plan (NY) $52M · 39
- Wilson Language Training Corporation 401(k) Retirement Plan (MA) $52M · 265
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Hanna Steel Corporation Profit Sharing Plan (AL) 444 · 0 off
- Marathon Electrical Contractors, LLC 401(k) Plan (AL) 444 · 0 off
- Antea USA, Inc. Profit Sharing 401(k) Thrift Plan (MN) 444 · 0 off
- Rycon Construction 401(k) Plan (PA) 444 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.