401(k) · DOL Form 5500 · 2024
American Academy of Orthopaedic Surgeons 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 213
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $239,582
- Avg per participant Above avg balance/head
Official DOL plan name: Aaos Retirement Plan · Sponsored by American Academy of Orthopaedic Surgeons · Illinois · Other Services
$51M in assets, 213 participants
American Academy of Orthopaedic Surgeons's Aaos Retirement Plan reported $51M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,176 in Other Services (7,719 peers)
Coverage in Illinois
Aaos Retirement Plan covers 213 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $51M.
- #7,176
- in Other Services (7,719 peers)
- +14.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Aaos Retirement Plan's outsized position by total assets
Aaos Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,030,910 Top 16% higher than 84% 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
Aaos Retirement Plan 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. Aaos Retirement Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aaos Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Aaos Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Aaos Retirement Plan reported participants rose from 207 in the plan year 2023 filing to 213 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362110592 · American Academy of Orthopaedic Surgeons PY 2024 · 401(k)
Aaos Retirement Plan · $51M · 213 · 84th
- 5500 $51M
- ASSETS 213
- PCT 84th
- EIN 401(k)
- RANK near Mcwane Hourly 401(k) Retirement Plan
- PHOTO ind #7176
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 Other Services retirement plans → · Plans in Illinois →
Aaos Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 362110592 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Academy of Orthopaedic Surgeons)
Sponsor-wide plan assets over time
All American Academy of Orthopaedic Surgeons plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 36.50569990076697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $37M |
| 2023 | 1 | 207 | $44M |
| 2024 | 1 | 213 | $51M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Aaos Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mcwane Hourly 401(k) Retirement Plan in AL ($51M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Mcwane Hourly 401(k) Retirement Plan (AL) $51M · 2,098
- Ameriqual 401(k) Plan (IN) $51M · 660
- Leadventure 401(k) Savings Plan (OR) $51M · 795
- Smyth Companies Savings and Profit Sharing Plan (MN) $51M · 489
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.