401(k) · DOL Form 5500 · 2024
New England Orthopedic Surgeons, Inc. 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 253
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $241,097
- Avg per participant Above avg balance/head
Official DOL plan name: New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust · Sponsored by New England Orthopedic Surgeons, Inc. · Massachusetts · Healthcare & Social Assistance
$61M in assets, 253 participants
New England Orthopedic Surgeons, Inc.'s New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported $61M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,930 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust covers 253 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.
- #14,930
- in Healthcare & Social Assistance (16,916 peers)
- +17.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust's outsized position by total assets
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,997,556 Top 14% higher than 86% 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
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (253 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust end-of-year assets rose from $52M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported participants fell from 283 in the plan year 2023 filing to 253 in the plan year 2024 filing.
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042521996 · New England Orthopedic Surgeons, Inc. PY 2024 · 401(k)
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust · $61M · 253 · 86th
- TYPE $61M
- TYPE 253
- TYPE 86th
- TYPE 401(k)
- TYPE near Meltwater News US Inc. 401(k) Plan
- TYPE ind #14930
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 Massachusetts →
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $9M |
| Employer EIN | 042521996 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Orthopedic Surgeons, Inc.)
Sponsor-wide plan assets over time
All New England Orthopedic Surgeons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 40.04879679257956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $44M |
| 2023 | 1 | 283 | $52M |
| 2024 | 2 | 253 | $61M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Meltwater News US Inc. 401(k) Plan in CA ($61M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Meltwater News US Inc. 401(k) Plan (CA) $61M · 901
- Miami Heat Limited Partnership 401(k) Retirement Plan (FL) $61M · 489
- Gene B. Glick Company, Inc. Retirement Plan (IN) $61M · 695
- The Navigator 401(k) Plan (IA) $61M · 245
Similar participant headcount
Nearest other-state filings by covered participants (253 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.