401(k) · DOL Form 5500 · 2024
University Orthopaedic Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 63
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $508,094
- Avg per participant High balance/head
Official DOL plan name: University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by University Orthopaedic Clinic, P.C. · Alabama · Healthcare & Social Assistance
$32M in assets, 63 participants
University Orthopaedic Clinic, P.C.'s University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported $32M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,795 in Healthcare & Social Assistance (16,916 peers)
Where University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits by assets
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 63 participants (~$508,094/participant), up 10.1% in 2024.
- #13,795
- in Healthcare & Social Assistance (16,916 peers)
- +10.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,009,895 Top 22% higher than 78% 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
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported participants fell from 69 in the plan year 2023 filing to 63 in the plan year 2024 filing.
DOL schedule card
Filing strip 630732734 · University Orthopaedic Clinic, P.C. PY 2024 · 401(k)
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · $32M · 63 · 78th
- RANK $32M
- RANK 63
- RANK 78th
- RANK 401(k)
- RANK near William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust
- RANK ind #13795
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 Alabama →
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 630732734 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Orthopaedic Clinic, P.C.)
Sponsor-wide plan assets over time
All University Orthopaedic Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 24.086751848631188% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $26M |
| 2023 | 1 | 69 | $29M |
| 2024 | 1 | 63 | $32M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust in IL ($32M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust (IL) $32M · 47
- The Jewish Home Retirement Savings Plan (CT) $32M · 786
- Dakota Red Corporation 401(k) Profit Sharing Plan (IA) $32M · 179
- Northern Refrigerated Transportation, Inc. 401(k) Profit Sharing Plan (CA) $32M · 321
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.