401(k) · DOL Form 5500 · 2024
Orthopaedic & Spine Center of the Rockies, PC 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 577
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $151,743
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan · Sponsored by Orthopaedic & Spine Center of the Rockies, PC · Colorado · Healthcare & Social Assistance
$88M in assets, 577 participants
Orthopaedic & Spine Center of the Rockies, PC's Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan reported $88M in total assets and 577 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.
- #15,357 in Healthcare & Social Assistance (16,916 peers)
Where Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan sits by assets
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $88M for 577 participants (~$151,743/participant), up 14.5% in 2024.
- #15,357
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,555,851 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
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing 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 & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (577 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $76M in the plan year 2023 filing to $88M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840593455 · Orthopaedic & Spine Center of the Rockies, PC PY 2024 · 401(k)
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan · $88M · 577 · 89th
- NET $88M
- NET 577
- NET 89th
- NET 401(k)
- NET near Bbl Companies 401(k) Retirement Savings Plan and Trust
- NET ind #15357
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 Colorado →
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $11M |
| Employer EIN | 840593455 |
| Plan Effective Date | 1970-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic & Spine Center of the Rockies, PC)
Sponsor-wide plan assets over time
All Orthopaedic & Spine Center of the Rockies, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 32.73127001922786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 659 | $77M |
| 2023 | 2 | 724 | $89M |
| 2024 | 2 | 727 | $103M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Bbl Companies 401(k) Retirement Savings Plan and Trust in NY ($88M); by covered participants it is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
Similar participant headcount
Nearest other-state filings by covered participants (577 participants); asset peers above are excluded.
- Azelis Americas, LLC 401(k) Retirement Plan (MA) 577 · 0 off
- Salm Partners LLC 401(k) Plan (WI) 577 · 0 off
- Wgi, Inc. 401(k) Plan (FL) 577 · 0 off
- Lane & Associates, Inc. 401(k) Plan (NC) 577 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.