401(k)
2024 plan-year 401(k) DOL Form 5500

ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD.

This 401(k) plan holds $50M in total assets and serves 289 participants as of 2024. It is sponsored by ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. in Pennsylvania. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$50M
Participants
289
State
Industry
Healthcare & Social Assistance

What the Filing Says About ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN

ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 289 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 231879220, and the plan has been effective since 1998-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2024 to $50M at year-end — a gain of 22.8%. Net assets (after liabilities) closed the year at $50M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$41M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$9M
Plan Type401(k)
Employer EIN231879220
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD.)

Year Plans Participants Total Assets
2022 1 262 $33M
2023 1 246 $41M
2024 1 289 $50M

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Frequently Asked Questions

How much money is in the ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN?
As of the 2024 Form 5500 filing, ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN holds $50M in total assets with 289 participants. It is sponsored by ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD..
What type of plan is ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN?
ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1998-04-01. The plan is filed with the U.S. Department of Labor under EIN 231879220.
Who sponsors the ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN?
ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN is sponsored by ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD., located in Pennsylvania. The sponsor's EIN is 231879220 and the plan operates in the Healthcare & Social Assistance industry.
How did ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN perform in 2024?
ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN grew by 22.8% during 2024, moving from $41M to $50M in total assets. Net income was $9M.
Where can I find official filings for ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231879220 or plan name at efast.dol.gov.
How does ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231879220.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.