401(k) · DOL Form 5500 · 2024
Ora Orthopedics, P.C. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 397
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $196,356
- Avg per participant Above avg balance/head
Official DOL plan name: Ora Orthopedics, P.C. 401(k) Savings Plan · Sponsored by Ora Orthopedics, P.C. · Iowa · Healthcare & Social Assistance
$78M in assets, 397 participants
Ora Orthopedics, P.C.'s Ora Orthopedics, P.C. 401(k) Savings Plan reported $78M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,240 in Healthcare & Social Assistance (16,916 peers)
Where Ora Orthopedics, P.C. 401(k) Savings Plan sits by assets
Ora Orthopedics, P.C. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $78M for 397 participants (~$196,356/participant), up 15.7% in 2024.
- #15,240
- in Healthcare & Social Assistance (16,916 peers)
- +15.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Ora Orthopedics, P.C. 401(k) Savings Plan's outsized position by total assets
Ora Orthopedics, P.C. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,953,410 Top 11% higher than 89% 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
Ora Orthopedics, P.C. 401(k) Savings 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. Ora Orthopedics, P.C. 401(k) Savings Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ora Orthopedics, P.C. 401(k) Savings Plan reported participants rose from 339 in the plan year 2023 filing to 397 in the plan year 2024 filing.
- Ora Orthopedics, P.C. 401(k) Savings Plan end-of-year assets rose from $67M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Ora Orthopedics, P.C. 401(k) Savings Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 362691642 · Ora Orthopedics, P.C. PY 2024 · 401(k)
Ora Orthopedics, P.C. 401(k) Savings Plan · $78M · 397 · 89th
- PHOTO $78M
- PHOTO 397
- PHOTO 89th
- PHOTO 401(k)
- PHOTO near Restaurant Growth Services, LLC 401(k) Plan
- PHOTO ind #15240
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 Iowa →
Ora Orthopedics, P.C. 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $10M |
| Employer EIN | 362691642 |
| Plan Effective Date | 1972-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ora Orthopedics, P.C.)
Sponsor-wide plan assets over time
All Ora Orthopedics, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 45.04585045840318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 632 | $61M |
| 2023 | 2 | 675 | $75M |
| 2024 | 2 | 793 | $89M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Ora Orthopedics, P.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Restaurant Growth Services, LLC 401(k) Plan in TN ($78M); by covered participants it is Lubbock Heart Hospital, LP 401(k) Plan in TX (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Lubbock Heart Hospital, LP 401(k) Plan (TX) 397 · 0 off
- Calamos Profit Sharing 401(k) Plan (IL) 397 · 0 off
- W K & O/High Cascade 401(k) Plan (WA) 397 · 0 off
- Bush Industries, Inc. 401(k) Retirement Plan (NY) 397 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.