401(k) · DOL Form 5500 · 2024
Orthopaedic Institute of Ohio, Inc. 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 333
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $168,179
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan · Sponsored by Orthopaedic Institute of Ohio, Inc. · Ohio · Healthcare & Social Assistance
$56M in assets, 333 participants
Orthopaedic Institute of Ohio, Inc.'s Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan reported $56M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,801 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan covers 333 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $56M.
- #14,801
- in Healthcare & Social Assistance (16,916 peers)
- +17.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan's outsized position by total assets
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,003,755 Top 15% higher than 85% 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
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement 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. Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311562435 · Orthopaedic Institute of Ohio, Inc. PY 2024 · 401(k)
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan · $56M · 333 · 85th
- NET $56M
- NET 333
- NET 85th
- NET 401(k)
- NET near Consumer Cellular Inc 401(k) Profit Sharing Plan & Trust
- NET ind #14801
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 →
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $8M |
| Employer EIN | 311562435 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Institute of Ohio, Inc.)
Sponsor-wide plan assets over time
All Orthopaedic Institute of Ohio, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 47.11250480162315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 421 | $48M |
| 2023 | 2 | 460 | $60M |
| 2024 | 2 | 455 | $71M |
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
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Consumer Cellular Inc 401(k) Profit Sharing Plan & Trust in AZ ($56M); by covered participants it is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Consumer Cellular Inc 401(k) Profit Sharing Plan & Trust (AZ) $56M · 3,127
- Warrior Met Coal, Inc. Salaried 401(k) Plan (AL) $56M · 515
- Gtcr 401(k) Plan (IL) $56M · 190
- Crown Auto Dealership Employees Capital Accumulation Plan (FL) $56M · 1,311
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Thrall Enterprises, Inc. Employee Savings Plan (IL) 333 · 0 off
- Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust (PA) 333 · 0 off
- Hines Furlong Line 401(k) Plan (TN) 333 · 0 off
- Teak Isle, Inc. 401(k) Plan (FL) 333 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.