Other · DOL Form 5500 · 2024
Orthopaedics and Arthroscopic Insti Tute, P.S.C. Retirement Plan
Data updated 2026-08-25
- $238K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $238,498
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedics and Arthroscopic Institute Retirement Plan · Sponsored by Orthopaedics and Arthroscopic Insti Tute, P.S.C. · Puerto Rico · Healthcare & Social Assistance
$238K in assets, 1 participants
Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s Orthopaedics and Arthroscopic Institute Retirement Plan reported $238K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,376 in Healthcare & Social Assistance (16,916 peers)
Orthopaedics and Arthroscopic Insti Tute, P.S.C. multi-year trail
Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Orthopaedics and Arthroscopic Institute Retirement Plan at $238K / 1 participant.
- #1,376
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
Orthopaedics and Arthroscopic Institute Retirement Plan among the smaller filed plans by assets
Orthopaedics and Arthroscopic Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$238,498 12th percentile higher than 12% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Orthopaedics and Arthroscopic Institute Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedics and Arthroscopic Institute Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopaedics and Arthroscopic Institute Retirement Plan reported net income fell from $27K in the plan year 2023 filing to $23K in the plan year 2024 filing.
- Orthopaedics and Arthroscopic Institute Retirement Plan end-of-year assets rose from $215K in the plan year 2023 filing to $238K in the plan year 2024 filing.
DOL schedule card
Filing strip 660803085 · Orthopaedics and Arthroscopic Insti Tute, P.S.C. PY 2024 · Other
Orthopaedics and Arthroscopic Institute Retirement Plan · $238K · 1 · 12th
- RANK $238K
- PHOTO 1
- IND 12th
- EOY Other
- 5500 near Northern Manhattan Perinatal Partnership Retirement Plan
- ASSETS ind #1376
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 Puerto Rico →
Orthopaedics and Arthroscopic Institute Retirement Plan in the asset neighbourhood
Orthopaedics and Arthroscopic Insti Tute, P.S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Orthopaedics and Arthroscopic Insti Tute, P.S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $238K 26.48119471373115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $189K |
| 2023 | 1 | 1 | $215K |
| 2024 | 1 | 1 | $238K |
Orthopaedics and Arthroscopic Insti Tute, P.S.C. filing trail (2024)
| Total Assets (Beginning of Year) | $215K |
|---|---|
| Net Assets (End of Year) | $238K |
| Net Income | $23K |
| Employer EIN | 660803085 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Evertec Group, LLC Savings & Investment Plan $118M · 1,289
- Bd Savings Plan for Puerto Rico Employees $90M · 1,353
- Sarco Employees Retirement Plan $25M · 2,696
- Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan $24M · 207
- Toyota De Puerto Rico Corp. Savings and Investment Plan $21M · 133
Orthopaedics and Arthroscopic Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Northern Manhattan Perinatal Partnership Retirement Plan in NY ($236K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($238K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.