401(k) · DOL Form 5500 · 2024

Orthopaedics Northeast, PC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
347
Participants Below avg headcount
91st
Percentile by assets National rank
$299,856
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthopaedics Northeast, PC Profit Sharing Plan · Sponsored by Orthopaedics Northeast, PC · Indiana · Healthcare & Social Assistance

$104M in assets, 347 participants

Orthopaedics Northeast, PC's Orthopaedics Northeast, PC Profit Sharing Plan reported $104M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,526 in Healthcare & Social Assistance (16,916 peers)

Where Orthopaedics Northeast, PC Profit Sharing Plan sits by assets

Orthopaedics Northeast, PC Profit Sharing Plan sits in the top 10% of all filed plans by assets, $104M for 347 participants (~$299,856/participant), up 7.1% in 2024.

#15,526
in Healthcare & Social Assistance (16,916 peers)
+7.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Orthopaedics Northeast, PC Profit Sharing Plan's outsized position by total assets

Orthopaedics Northeast, PC Profit Sharing Plan vs every filed plan by assets

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

$104,050,128 Top 9% higher than 91% 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

Orthopaedics Northeast, PC 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. Orthopaedics Northeast, PC Profit Sharing Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedics Northeast, PC Profit Sharing Plan reported net income fell from $15M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Orthopaedics Northeast, PC Profit Sharing Plan end-of-year assets rose from $97M in the plan year 2023 filing to $104M in the plan year 2024 filing.
  • Orthopaedics Northeast, PC Profit Sharing Plan reported participants fell from 369 in the plan year 2023 filing to 347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351496097 · Orthopaedics Northeast, PC PY 2024 · 401(k)

Orthopaedics Northeast, PC Profit Sharing Plan · $104M · 347 · 91st

  • BOY $104M
  • BOY 347
  • BOY 91st
  • BOY 401(k)
  • BOY near Amspec, LLC Retirement Savings Plan
  • BOY ind #15526

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 Indiana →

Orthopaedics Northeast, PC Profit Sharing Plan in the asset neighbourhood

Amdocs It Services, LLC Retirement Savings 401(k) PlanAmdocs It Services, LLC Reti…$104MSpec Services, Inc. 401(k) PlanSpec Services, Inc. 401(k) P…$104MAmspec, LLC Retirement Savings PlanAmspec, LLC Retirement Savin…$104MOrthopaedics Northeast, PC Profit Sharing PlanOrthopaedics Northeast, PC P…$104MThe Stepping Stones Group Retirement PlanThe Stepping Stones Group Re…$104M
End-of-year total assets ($M) among Orthopaedics Northeast, PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$104M
Net Income$7M
Employer EIN351496097
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedics Northeast, PC)

Sponsor-wide plan assets over time

All Orthopaedics Northeast, PC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 26.01659173220268% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.6M $104M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 346 $83M
2023 1 369 $97M
2024 1 347 $104M

Nearby 401(k) Plans in Indiana

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

Orthopaedics Northeast, PC Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Orthopaedics Northeast, PC Profit Sharing Plan, Total assets ($B): 0.104050128 · Participants: 347Orthopaedics Northeast, PC Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Orthopaedics Northeast, PC Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopaedics Northeast, PC Profit Sharing Plan side-by-side with 3 peers →

Orthopaedics Northeast, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Amspec, LLC Retirement Savings Plan in NJ ($104M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Orthopaedics Northeast, PC Profit Sharing Plan assets move in 2024? ▼
Orthopaedics Northeast, PC Profit Sharing Plan grew at a solid clip - up 7.1% during 2024, from $97M to $104M. Reported net income was $7M.
How have Orthopaedics Northeast, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedics Northeast, PC's sponsor-wide assets grew 26.0%, from $83M to $104M.
Where does Orthopaedics Northeast, PC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedics Northeast, PC Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedics Northeast, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amspec, LLC Retirement Savings Plan in NJ ($104M, 2,031 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedics Northeast, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants, $11M 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 351496097.

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.