401(k)
2023 plan-year 401(k) DOL Form 5500

CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CASPER ORTHOPAEDIC ASSOCIATES, PC

This 401(k) plan holds $21M in total assets and serves 99 participants as of 2023. It is sponsored by CASPER ORTHOPAEDIC ASSOCIATES, PC in Wyoming. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$21M
Participants
99
State
Industry
Healthcare & Social Assistance

What the Filing Says About CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by CASPER ORTHOPAEDIC ASSOCIATES, PC, headquartered in Wyoming. As of the 2023 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 99 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 830231437, and the plan has been effective since 1976-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $21M at year-end — a gain of 14.8%. Net assets (after liabilities) closed the year at $21M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$3M
Plan Type401(k)
Employer EIN830231437
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CASPER ORTHOPAEDIC ASSOCIATES, PC)

Year Plans Participants Total Assets
2022 2 223 $19M
2023 2 207 $23M
2024 2 201 $23M

Nearby 401(k) Plans in Wyoming

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

Frequently Asked Questions

How much money is in the CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN holds $21M in total assets with 99 participants. It is sponsored by CASPER ORTHOPAEDIC ASSOCIATES, PC.
What type of plan is CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN?
CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1976-10-01. The plan is filed with the U.S. Department of Labor under EIN 830231437.
Who sponsors the CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN?
CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN is sponsored by CASPER ORTHOPAEDIC ASSOCIATES, PC, located in Wyoming. The sponsor's EIN is 830231437 and the plan operates in the Healthcare & Social Assistance industry.
How did CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN perform in 2023?
CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN grew by 14.8% during 2023, moving from $18M to $21M in total assets. Net income was $3M.
Where can I find official filings for CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 830231437 or plan name at efast.dol.gov.
How does CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Wyoming on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 830231437.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.