401(k) · DOL Form 5500 · 2024

Houston Orthopaedic Surgery 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
93
Participants Small participant base
69th
Percentile by assets National rank
$205,565
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Orthopaedic Surg & Sports Medicine Ps · Sponsored by Houston Orthopaedic Surgery · Georgia · Healthcare & Social Assistance

$19M in assets, 93 participants

Houston Orthopaedic Surgery's Houston Orthopaedic Surg & Sports Medicine Ps reported $19M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,532 in Healthcare & Social Assistance (16,916 peers)

Houston Orthopaedic Surgery multi-year trail

Houston Orthopaedic Surgery's plans moved +14.4% in assets from 2022 to 2024; this filing shows Houston Orthopaedic Surg & Sports Medicine Ps at $19M / 93 participants.

#12,532
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY

Houston Orthopaedic Surg & Sports Medicine Ps's outsized position by total assets

Houston Orthopaedic Surg & Sports Medicine Ps vs every filed plan by assets

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

$19,117,501 Top 31% higher than 69% 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

Houston Orthopaedic Surg & Sports Medicine Ps among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Orthopaedic Surg & Sports Medicine Ps is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houston Orthopaedic Surg & Sports Medicine Ps end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Houston Orthopaedic Surg & Sports Medicine Ps reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Houston Orthopaedic Surg & Sports Medicine Ps reported participants fell from 95 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582394003 · Houston Orthopaedic Surgery PY 2024 · 401(k)

Houston Orthopaedic Surg & Sports Medicine Ps · $19M · 93 · 69th

  • PHOTO $19M
  • PHOTO 93
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near The Merisant US, Inc. Employees' Savings and Retirement Plan
  • PHOTO ind #12532

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 Georgia →

Houston Orthopaedic Surg & Sports Medicine Ps in the asset neighbourhood

Houston Orthopaedic Surg & Sports Medicine PsHouston Orthopaedic Surg & S…$19MThe Merisant US, Inc. Employees' Savings and Retirement PlanThe Merisant US, Inc. Employ…$19MInland Management LLC 401(k) Savings PlanInland Management LLC 401(k)…$19MFee, Smith & Sharp, LLP 401(k) PlanFee, Smith & Sharp, LLP 401(…$19MArchitects Hawaii, Ltd. 401(k) Profit Sharing Plan (Plan B)Architects Hawaii, Ltd. 401(…$19M
End-of-year total assets ($M) among Houston Orthopaedic Surg & Sports Medicine Ps and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Houston Orthopaedic Surgery multi-year asset trail

Sponsor-wide plan assets over time

All Houston Orthopaedic Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.443968463452341% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.7M $19.1M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 87 $17M
2023 1 95 $18M
2024 1 93 $19M

Houston Orthopaedic Surgery filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN582394003
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Houston Orthopaedic Surg & Sports Medicine Ps vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Houston Orthopaedic Surg & Sports Medicine Ps, Total assets ($B): 0.019117501 · Participants: 93Houston Orthopaedic Surg & Sports Medicine PsThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Houston Orthopaedic Surg & Sports Medicine Ps vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Houston Orthopaedic Surg & Sports Medicine Ps side-by-side with 3 peers →

Houston Orthopaedic Surg & Sports Medicine Ps's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Merisant US, Inc. Employees' Savings and Retirement Plan in TX ($19M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Houston Orthopaedic Surg & Sports Medicine Ps assets move in 2024? ▼
Houston Orthopaedic Surg & Sports Medicine Ps grew at a solid clip - up 7.0% during 2024, from $18M to $19M. Reported net income was $1M.
How have Houston Orthopaedic Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Orthopaedic Surgery's sponsor-wide assets grew 14.4%, from $17M to $19M.
Which 401(k) plans are similar in size to Houston Orthopaedic Surg & Sports Medicine Ps? ▼
Among 401(k) plans in other states, the closest by assets is The Merisant US, Inc. Employees' Savings and Retirement Plan in TX ($19M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Houston Orthopaedic Surg & Sports Medicine Ps? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582394003.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.