401(k) · DOL Form 5500 · 2024

Hunterdon Orthopedic Institute 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
92
Participants Small participant base
72nd
Percentile by assets National rank
$241,039
Avg per participant Above avg balance/head
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Official DOL plan name: Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust · Sponsored by Hunterdon Orthopedic Institute · New Jersey · Healthcare & Social Assistance

$22M in assets, 92 participants

Hunterdon Orthopedic Institute's Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust reported $22M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,931 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust grew sharply 19.4% in 2024 ($19M → $22M) for 92 participants.

#12,931
in Healthcare & Social Assistance (16,916 peers)
+19.4%
assets growth YoY

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,175,629 Top 28% higher than 72% of 123,620 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 2024

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 222175464 · Hunterdon Orthopedic Institute PY 2024 · 401(k)

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust · $22M · 92 · 72nd

  • EBSA $22M
  • EBSA 92
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Funai Corporation, Inc. 401(k) and Profit Sharing Plan
  • EBSA ind #12931

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 New Jersey →

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & TrustHunterdon Orthopedic Institu…$22MFunai Corporation, Inc. 401(k) and Profit Sharing PlanFunai Corporation, Inc. 401(…$22MLandmark Properties Real Estate Partners, LLC 401(k) PlanLandmark Properties Real Est…$22MNorcal Rental Group 401(k) PlanNorcal Rental Group 401(k) P…$22MMechdyne Corporation 401(k) PlanMechdyne Corporation 401(k) …$22M
End-of-year total assets ($M) among Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN222175464
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.022175629 · Participants: 92Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Funai Corporation, Inc. 401(k) and Profit Sharing Plan in CA ($22M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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.

Frequently Asked Questions

How did Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust assets move in 2024?
Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust grew sharply - up 19.4% during 2024, from $19M to $22M. Reported net income was $4M.
Which 401(k) plans are similar in size to Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Funai Corporation, Inc. 401(k) and Profit Sharing Plan in CA ($22M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K in assets).