401(k) · DOL Form 5500 · 2024
Orthopedic & Fracture Clinic, P.a. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $329,251
- Avg per participant High balance/head
Official DOL plan name: Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Orthopedic & Fracture Clinic, P.a. · Idaho · Healthcare & Social Assistance
$7M in assets, 20 participants
Orthopedic & Fracture Clinic, P.a.'s Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,703 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust declined sharply 24.4% in 2024 ($9M → $7M) for 20 participants.
- #8,703
- in Healthcare & Social Assistance (16,916 peers)
- -24.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,585,013 47th percentile higher than 47% 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
Orthopedic & Fracture Clinic, P.a. 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. Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 820299260 · Orthopedic & Fracture Clinic, P.a. PY 2024 · 401(k)
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust · $7M · 20 · 47th
- PCT $7M
- PCT 20
- PCT 47th
- PCT 401(k)
- PCT near Mdrs Holdings, Inc. 401(k) Profit Sharing Plan
- PCT ind #8703
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 Idaho →
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Orthopedic & Fracture Clinic, P.a. years around the 2024 move
Sponsor-wide plan assets over time
All Orthopedic & Fracture Clinic, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 7.147407605860207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $7M |
| 2023 | 1 | 18 | $9M |
| 2024 | 1 | 20 | $7M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 820299260 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.7B · 8,598
- Idaho National Laboratory Employee Investment Plan $2.5B · 6,632
- Simplot Retirement Savings Plan $1.6B · 9,012
- Idaho Power Company Employee Savings Plan $890M · 2,119
- Boise Cascade Company Savings Plan $740M · 3,902
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Mdrs Holdings, Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.