401(k) · DOL Form 5500 · 2024

Orthopaedic Associates of Wisconsin, S.C. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
207
Participants Below avg headcount
85th
Percentile by assets National rank
$257,123
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan · Sponsored by Orthopaedic Associates of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$53M in assets, 207 participants

Orthopaedic Associates of Wisconsin, S.C.'s Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported $53M in total assets and 207 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.

  • #14,722 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan covers 207 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $53M.

#14,722
in Healthcare & Social Assistance (16,916 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan's outsized position by total assets

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs every filed plan by assets

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

$53,224,459 Top 15% higher than 85% 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

Orthopaedic Associates of Wisconsin, S. C. 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 Associates of Wisconsin, S. C. Profit Sharing Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported participants rose from 190 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391101566 · Orthopaedic Associates of Wisconsin, S.C. PY 2024 · 401(k)

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan · $53M · 207 · 85th

  • BOOK $53M
  • VS-ST 207
  • BOY 85th
  • SCH 401(k)
  • EBSA near Hosparus Inc. 401(k) Plan
  • PART ind #14722

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 Wisconsin →

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan in the asset neighbourhood

National Association of Broadcasters 401(k) Thrift & Savings PlanNational Association of Broa…$53MOrthopaedic Associates of Wisconsin, S. C. Profit Sharing PlanOrthopaedic Associates of Wi…$53MHosparus Inc. 401(k) Plan$53MGrant Street Group, Inc. 401(k) PlanGrant Street Group, Inc. 401…$53MAndrews Mcmeel Universal Profit Sharing and 401(k) PlanAndrews Mcmeel Universal Pro…$53M
End-of-year total assets ($M) among Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN391101566
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopaedic Associates of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 35.782709207110045% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.1M $81.6M ▲ +35.8%
Year Plans Participants Total Assets
2022 2 325 $60M
2023 2 343 $71M
2024 2 360 $82M

Nearby 401(k) Plans in Wisconsin

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

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan, Total assets ($B): 0.053224459 · Participants: 207Orthopaedic Associates of Wisconsin, S. C. Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan side-by-side with 3 peers →

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hosparus Inc. 401(k) Plan in KY ($53M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan assets move in 2024? ▼
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $46M to $53M. Reported net income was $7M.
How have Orthopaedic Associates of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Wisconsin, S.C.'s sponsor-wide assets grew 35.8%, from $60M to $82M.
Where does Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hosparus Inc. 401(k) Plan in KY ($53M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 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 391101566.

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.