401(k) · DOL Form 5500 · 2024

Ortho Kentucky, PLLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
38
Participants Small participant base
68th
Percentile by assets National rank
$472,648
Avg per participant High balance/head
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Official DOL plan name: Ortho Kentucky, PLLC Profit Sharing Plan · Sponsored by Ortho Kentucky, PLLC · Kentucky · Healthcare & Social Assistance

$18M in assets, 38 participants

Ortho Kentucky, PLLC's Ortho Kentucky, PLLC Profit Sharing Plan reported $18M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,351 in Healthcare & Social Assistance (16,916 peers)

Ortho Kentucky, PLLC multi-year trail

Ortho Kentucky, PLLC's plans moved +40.5% in assets from 2022 to 2024; this filing shows Ortho Kentucky, PLLC Profit Sharing Plan at $18M / 38 participants.

#12,351
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY

Ortho Kentucky, PLLC Profit Sharing Plan's outsized position by total assets

Ortho Kentucky, PLLC Profit Sharing Plan vs every filed plan by assets

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

$17,960,614 Top 32% higher than 68% 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

Ortho Kentucky, PLLC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortho Kentucky, PLLC Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ortho Kentucky, PLLC Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Ortho Kentucky, PLLC Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ortho Kentucky, PLLC Profit Sharing Plan reported participants rose from 33 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270810819 · Ortho Kentucky, PLLC PY 2024 · 401(k)

Ortho Kentucky, PLLC Profit Sharing Plan · $18M · 38 · 68th

  • VS-ST $18M
  • VS-ST 38
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Stephen Gaynor School 401(k) P/S Plan
  • VS-ST ind #12351

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 Kentucky →

Ortho Kentucky, PLLC Profit Sharing Plan in the asset neighbourhood

Ortho Kentucky, PLLC Profit Sharing PlanOrtho Kentucky, PLLC Profit …$18MStephen Gaynor School 401(k) P/S PlanStephen Gaynor School 401(k)…$18MGreen Thumb International Inc Profit Sharing Plan 401(k)-IIGreen Thumb International In…$18MKnowledge Systems & Research, Inc. 401(k) Profit Sharing PlanKnowledge Systems & Research…$18MFirst Continental Mortgage, Ltd. 401(k) PlanFirst Continental Mortgage, …$18M
End-of-year total assets ($M) among Ortho Kentucky, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ortho Kentucky, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Ortho Kentucky, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.497034291916414% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $18M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 28 $13M
2023 1 33 $15M
2024 1 38 $18M

Ortho Kentucky, PLLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN270810819
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Ortho Kentucky, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ortho Kentucky, PLLC Profit Sharing Plan, Total assets ($B): 0.017960614 · Participants: 38Ortho Kentucky, PLLC Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Ortho Kentucky, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ortho Kentucky, PLLC Profit Sharing Plan side-by-side with 3 peers →

Ortho Kentucky, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Stephen Gaynor School 401(k) P/S Plan in NY ($18M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Ortho Kentucky, PLLC Profit Sharing Plan assets move in 2024? ▼
Ortho Kentucky, PLLC Profit Sharing Plan grew sharply - up 18.3% during 2024, from $15M to $18M. Reported net income was $3M.
How have Ortho Kentucky, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Kentucky, PLLC's sponsor-wide assets grew 40.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Ortho Kentucky, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stephen Gaynor School 401(k) P/S Plan in NY ($18M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Ortho Kentucky, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 270810819.

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.