401(k) · DOL Form 5500 · 2024

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
61
Participants Small participant base
66th
Percentile by assets National rank
$264,776
Avg per participant High balance/head
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Official DOL plan name: The Orthopedic Specialty Clinic 401(k) Plan · Sponsored by The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic · Utah · Healthcare & Social Assistance

$16M in assets, 61 participants

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's The Orthopedic Specialty Clinic 401(k) Plan reported $16M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,999 in Healthcare & Social Assistance (16,916 peers)

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic multi-year trail

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's plans moved +22.9% in assets from 2022 to 2024; this filing shows The Orthopedic Specialty Clinic 401(k) Plan at $16M / 61 participants.

#11,999
in Healthcare & Social Assistance (16,916 peers)
+8.3%
assets growth YoY

The Orthopedic Specialty Clinic 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Orthopedic Specialty Clinic 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,151,316 Top 34% higher than 66% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Orthopedic Specialty Clinic 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Orthopedic Specialty Clinic 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Orthopedic Specialty Clinic 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Orthopedic Specialty Clinic 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • The Orthopedic Specialty Clinic 401(k) Plan reported participants fell from 63 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841430042 · The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic PY 2024 · 401(k)

The Orthopedic Specialty Clinic 401(k) Plan · $16M · 61 · 66th

  • PART $16M
  • TYPE 61
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Innerface 401(k) Retirement Plan
  • BOY ind #11999

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 Utah →

The Orthopedic Specialty Clinic 401(k) Plan in the asset neighbourhood

The Orthopedic Specialty Clinic 401(k) PlanThe Orthopedic Specialty Cli…$16MInnerface 401(k) Retirement PlanInnerface 401(k) Retirement …$16MOptima Dermatology Partners Retirement PlanOptima Dermatology Partners …$16MMantis Innovation 401(k) Profit Sharing Plan and TrustMantis Innovation 401(k) Pro…$16MHigh Falls Operating Co. LLC Hourly Employees 401(k) PlanHigh Falls Operating Co. LLC…$16M
End-of-year total assets ($M) among The Orthopedic Specialty Clinic 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic multi-year asset trail

Sponsor-wide plan assets over time

All The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.895722991414054% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.2M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 56 $13M
2023 1 63 $15M
2024 1 61 $16M

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN841430042
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Orthopedic Specialty Clinic 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Orthopedic Specialty Clinic 401(k) Plan, Total assets ($B): 0.016151316 · Participants: 61The Orthopedic Specialty Clinic 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
The Orthopedic Specialty Clinic 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare The Orthopedic Specialty Clinic 401(k) Plan side-by-side with 3 peers →

The Orthopedic Specialty Clinic 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Innerface 401(k) Retirement Plan in GA ($16M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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.

Frequently Asked Questions

How did The Orthopedic Specialty Clinic 401(k) Plan assets move in 2024? ▼
The Orthopedic Specialty Clinic 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $15M to $16M. Reported net income was $1M.
How have The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to The Orthopedic Specialty Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innerface 401(k) Retirement Plan in GA ($16M, 111 participants).
Which 401(k) plans cover a similar participant headcount to The Orthopedic Specialty Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 participants, N/A in assets).

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 841430042.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.