401(k) · DOL Form 5500 · 2024

First State Orthopaedics, P.a. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
476
Participants Below avg headcount
89th
Percentile by assets National rank
$164,586
Avg per participant Above avg balance/head
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Official DOL plan name: First State Orthopaedics, P.a. 401(k) Profit Sharing Plan · Sponsored by First State Orthopaedics, P.a. · Delaware · Healthcare & Social Assistance

$78M in assets, 476 participants

First State Orthopaedics, P.a.'s First State Orthopaedics, P.a. 401(k) Profit Sharing Plan reported $78M in total assets and 476 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.

  • #15,248 in Healthcare & Social Assistance (16,916 peers)

Where First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits by assets

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $78M for 476 participants (~$164,586/participant), up 13.8% in 2024.

#15,248
in Healthcare & Social Assistance (16,916 peers)
+13.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$78,342,929 Top 11% higher than 89% 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

First State Orthopaedics, P.a. 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. First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Orthopaedics, P.a. 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • First State Orthopaedics, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $69M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • First State Orthopaedics, P.a. 401(k) Profit Sharing Plan reported participants rose from 419 in the plan year 2023 filing to 476 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510297303 · First State Orthopaedics, P.a. PY 2024 · 401(k)

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan · $78M · 476 · 89th

  • PART $78M
  • PART 476
  • PART 89th
  • PART 401(k)
  • PART near Mercycare 401(k) Retirement Plan
  • PART ind #15248

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 Delaware →

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(k) Profit Sharing PlanWeinberg, Wheeler, Hudgins, …$78MOphthalmic Consultants of Long Island 401(k) PlanOphthalmic Consultants of Lo…$78M1st Security Bank of Washington 401(k) Plan and Trust1st Security Bank of Washing…$78MMercycare 401(k) Retirement PlanMercycare 401(k) Retirement …$78MFirst State Orthopaedics, P.a. 401(k) Profit Sharing PlanFirst State Orthopaedics, P.…$78M
End-of-year total assets ($M) among First State Orthopaedics, P.a. 401(k) 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)$69M
Net Assets (End of Year)$78M
Net Income$8M
Employer EIN510297303
Plan Effective Date1986-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Orthopaedics, P.a.)

Sponsor-wide plan assets over time

All First State Orthopaedics, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 36.43094119253912% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.4M $78.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 416 $57M
2023 1 419 $69M
2024 1 476 $78M

Nearby 401(k) Plans in Delaware

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

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants First State Orthopaedics, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.078342929 · Participants: 476First State Orthopaedics, P.a. 401(k) Profit Sharing PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare First State Orthopaedics, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Mercycare 401(k) Retirement Plan in IA ($78M); by covered participants it is Flushing Bank 401(k) Savings Plan in NY (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (476 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 First State Orthopaedics, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $69M to $78M. Reported net income was $8M.
How have First State Orthopaedics, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Orthopaedics, P.a.'s sponsor-wide assets grew 36.4%, from $57M to $78M.
Where does First State Orthopaedics, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan ranks in the 89th 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 First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mercycare 401(k) Retirement Plan in IA ($78M, 468 participants).
Which 401(k) plans cover a similar participant headcount to First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flushing Bank 401(k) Savings Plan in NY (476 participants, $121M 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 510297303.

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.