401(k) · DOL Form 5500 · 2024
Columbus Orthopaedic Clinic, P.a. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $92,649
- Avg per participant Below avg balance/head
Official DOL plan name: Columbus Orthopaedic Clinic, P. a. 401(k) Plan · Sponsored by Columbus Orthopaedic Clinic, P.a. · Mississippi · Healthcare & Social Assistance
$10M in assets, 105 participants
Columbus Orthopaedic Clinic, P.a.'s Columbus Orthopaedic Clinic, P. a. 401(k) Plan reported $10M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,250 in Healthcare & Social Assistance (16,916 peers)
Coverage in Mississippi
Columbus Orthopaedic Clinic, P. a. 401(k) Plan covers 105 participants in Mississippi, about 29% of the average Mississippi filer (state average ~366 per filing). Assets: $10M.
- #10,250
- in Healthcare & Social Assistance (16,916 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Columbus Orthopaedic Clinic, P. a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Columbus Orthopaedic Clinic, P. a. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,728,172 Top 45% higher than 55% 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
Columbus Orthopaedic Clinic, P. a. 401(k) 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. Columbus Orthopaedic Clinic, P. a. 401(k) Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Columbus Orthopaedic Clinic, P. a. 401(k) Plan reported net income fell from -$84K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Columbus Orthopaedic Clinic, P. a. 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Columbus Orthopaedic Clinic, P. a. 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 640934204 · Columbus Orthopaedic Clinic, P.a. PY 2024 · 401(k)
Columbus Orthopaedic Clinic, P. a. 401(k) Plan · $10M · 105 · 55th
- EIN $10M
- RANK 105
- PHOTO 55th
- IND 401(k)
- EOY near Victory Rd 401(k) Plan
- 5500 ind #10250
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 Mississippi →
Columbus Orthopaedic Clinic, P. a. 401(k) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 640934204 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Columbus Orthopaedic Clinic, P.a.)
Sponsor-wide plan assets over time
All Columbus Orthopaedic Clinic, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 13.405087984233738% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 194 | $11M |
| 2023 | 1 | 101 | $11M |
| 2024 | 1 | 105 | $10M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
Columbus Orthopaedic Clinic, P. a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Victory Rd 401(k) Plan in MA ($10M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Victory Rd 401(k) Plan (MA) $10M · 434
- Wildcat Discovery Technologies Inc 401(k) Profit Sharing Plan and Trust (CA) $10M · 120
- Szott Automotive 401(k) Plan & Trust (MI) $10M · 244
- Fischbach USA 401(k) Ps Plan (KY) $10M · 225
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.