401(k) · DOL Form 5500 · 2024
Orthopedic Associates of Sw Ohio Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 164
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $207,623
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan · Sponsored by Orthopedic Associates of Sw Ohio Inc. · Ohio · Healthcare & Social Assistance
$34M in assets, 164 participants
Orthopedic Associates of Sw Ohio Inc.'s Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported $34M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,918 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan covers 164 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $34M.
- #13,918
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan's outsized position by total assets
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,050,179 Top 21% higher than 79% 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
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) 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. Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported participants rose from 153 in the plan year 2023 filing to 164 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 262292026 · Orthopedic Associates of Sw Ohio Inc. PY 2024 · 401(k)
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan · $34M · 164 · 79th
- IND $34M
- EOY 164
- 5500 79th
- ASSETS 401(k)
- PCT near Dallas Symphony Orchestra Musicians 403(b) Plan
- EIN ind #13918
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 Ohio →
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 262292026 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic Associates of Sw Ohio Inc.)
Sponsor-wide plan assets over time
All Orthopedic Associates of Sw Ohio Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 32.17799503766432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $26M |
| 2023 | 1 | 153 | $30M |
| 2024 | 1 | 164 | $34M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dallas Symphony Orchestra Musicians 403(b) Plan in TX ($34M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Dallas Symphony Orchestra Musicians 403(b) Plan (TX) $34M · 86
- Cs Wind America 401(k) Plan (CO) $34M · 1,024
- Imagen Dental Partners Mep 401(k) Plan (AZ) $34M · 1,296
- The Modern Group 401(k) Plan (TX) $34M · 1,613
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Meadows Bank 401(k) Retirement Plan (NV) 164 · 0 off
- Dfs Flooring, Inc. 401(k) Retirement Plan (CA) 164 · 0 off
- Infiniti Hr Retirement Plan (MD) 164 · 0 off
- The Lumbee Tribe of Nc 401(k) Plan (NC) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.