401(k) · DOL Form 5500 · 2024

Orthopaedic Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
30th
Percentile by assets National rank
$145,882
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates 401(k) Profit Sharing Plan & Trust · Sponsored by Orthopaedic Associates · California · Healthcare & Social Assistance

$2M in assets, 15 participants

Orthopaedic Associates's Orthopaedic Associates 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,875 in Healthcare & Social Assistance (16,916 peers)

Orthopaedic Associates multi-year trail

Orthopaedic Associates's plans moved +58.3% in assets from 2022 to 2024; this filing shows Orthopaedic Associates 401(k) Profit Sharing Plan & Trust at $2M / 15 participants.

#4,875
in Healthcare & Social Assistance (16,916 peers)
+21.3%
assets growth YoY

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,188,236 30th percentile higher than 30% 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

Orthopaedic Associates 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. Orthopaedic Associates 401(k) Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Associates 401(k) Profit Sharing Plan & Trust reported participants rose from 10 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Orthopaedic Associates 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Orthopaedic Associates 401(k) Profit Sharing Plan & Trust reported net income fell from $422K in the plan year 2023 filing to $384K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330056647 · Orthopaedic Associates PY 2024 · 401(k)

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust · $2M · 15 · 30th

  • PCT $2M
  • PCT 15
  • PCT 30th
  • PCT 401(k)
  • PCT near Dee Plumbing & Sewer Inc 401(k) Plan
  • PCT ind #4875

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 California →

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Orthopaedic Associates 401(k) Profit Sharing Plan & TrustOrthopaedic Associates 401(k…$2MDee Plumbing & Sewer Inc 401(k) PlanDee Plumbing & Sewer Inc 401…$2MThe Enprovera Corp Plus 401(k) PlanThe Enprovera Corp Plus 401(…$2MBluberi USA 401(k) Plan$2MAds Engineers, Dpc 401 (K) PlanAds Engineers, Dpc 401 (K) P…$2M
End-of-year total assets ($M) among Orthopaedic Associates 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Orthopaedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Orthopaedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.31349202042805% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.38M $2.19M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 10 $2M
2024 1 15 $2M

Orthopaedic Associates filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$384K
Employer EIN330056647
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orthopaedic Associates 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002188236 · Participants: 15Orthopaedic Associates 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Orthopaedic Associates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthopaedic Associates 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Dee Plumbing & Sewer Inc 401(k) Plan in IL ($2M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Orthopaedic Associates 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Orthopaedic Associates 401(k) Profit Sharing Plan & Trust grew sharply - up 21.3% during 2024, from $2M to $2M. Reported net income was $384K.
How have Orthopaedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates's sponsor-wide assets grew 58.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Orthopaedic Associates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dee Plumbing & Sewer Inc 401(k) Plan in IL ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 330056647.

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.