401(k) · DOL Form 5500 · 2024

Orthoalliance Mso, LLC 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size: 2,327
Participants Above avg headcount: 95th
Percentile by assets National rank: $100,307
Avg per participant Below avg balance/head

Official DOL plan name: Orthoalliance 401(k) Plan · Sponsored by Orthoalliance Mso, LLC · Minnesota · Healthcare & Social Assistance

$233M in assets, 2,327 participants

Orthoalliance Mso, LLC's Orthoalliance 401(k) Plan reported $233M in total assets and 2,327 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

#16,123 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Orthoalliance 401(k) Plan covers 2,327 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $233M.

#16,123
in Healthcare & Social Assistance (16,916 peers): +27.0%
assets growth YoY: 2.3×
vs typical plan assets (national mean)

Orthoalliance 401(k) Plan's outsized position by total assets

Orthoalliance 401(k) Plan vs every filed plan by assets

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

$233,413,494 Top 5% higher than 95% 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

Orthoalliance 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthoalliance 401(k) Plan lands in the large band (2,327 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 842250518 · Orthoalliance Mso, LLC PY 2024 · 401(k)

Orthoalliance 401(k) Plan · $233M · 2,327 · 95th

RANK $233M
RANK 2,327
RANK 95th
RANK 401(k)
RANK near Globus Medical Inc. 401(k) Plan
RANK ind #16123

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 Minnesota →

End-of-year total assets ($M) among Orthoalliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$184M
Net Assets (End of Year)	$233M
Net Income	$50M
Employer EIN	842250518
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Orthoalliance 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Orthoalliance 401(k) Plan side-by-side with 3 peers →

Orthoalliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Globus Medical Inc. 401(k) Plan in PA ($233M); by covered participants it is Allied Services Foundation, Inc. 401(k) Retirement Savings Plan in PA (2,327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($233M here).

Globus Medical Inc. 401(k) Plan (PA) $233M · 2,261
Mcwane Salaried 401(k) Retirement Plan (AL) $233M · 1,289
Marinemax, Inc. 401(k) Profit Sharing Plan (FL) $233M · 3,313
Tate & Lyle Salaried Comprehensive Retirement Plan (IL) $233M · 639

Similar participant headcount

Nearest other-state filings by covered participants (2,327 participants); asset peers above are excluded.

Allied Services Foundation, Inc. 401(k) Retirement Savings Plan (PA) 2,327 · 0 off
The Shape Family of Companies Retirement Plan (MI) 2,328 · 1 off
Caleres, Inc. 401(k) Savings Plan (MO) 2,326 · 1 off
Tandem Diabetes Care, Inc. 401(k) Plan (CA) 2,325 · 2 off

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 Orthoalliance 401(k) Plan assets move in 2024? ▼

Orthoalliance 401(k) Plan grew sharply - up 27.0% during 2024, from $184M to $233M. Reported net income was $50M.

Where does Orthoalliance 401(k) Plan rank by assets among Form 5500 filers? ▼

Orthoalliance 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Orthoalliance 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Globus Medical Inc. 401(k) Plan in PA ($233M, 2,261 participants).

Which 401(k) plans cover a similar participant headcount to Orthoalliance 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Allied Services Foundation, Inc. 401(k) Retirement Savings Plan in PA (2,327 participants, $103M 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 842250518.