401(k) · DOL Form 5500 · 2024

Orthocincy Orthopaedics & Sports Me 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
440
Participants Below avg headcount
87th
Percentile by assets National rank
$148,276
Avg per participant Above avg balance/head
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Official DOL plan name: Orthocincy Retirement Plan · Sponsored by Orthocincy Orthopaedics & Sports Me · Kentucky · Healthcare & Social Assistance

$65M in assets, 440 participants

Orthocincy Orthopaedics & Sports Me's Orthocincy Retirement Plan reported $65M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,020 in Healthcare & Social Assistance (16,916 peers)

Where Orthocincy Retirement Plan sits by assets

Orthocincy Retirement Plan sits in the top quartile of all filed plans by assets, $65M for 440 participants (~$148,276/participant), up 17.9% in 2024.

#15,020
in Healthcare & Social Assistance (16,916 peers)
+17.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Orthocincy Retirement Plan's outsized position by total assets

Orthocincy Retirement Plan vs every filed plan by assets

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

$65,241,631 Top 13% higher than 87% 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

Orthocincy Retirement 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. Orthocincy Retirement Plan sits mid-pack in the medium band (440 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthocincy Retirement Plan reported participants rose from 361 in the plan year 2023 filing to 440 in the plan year 2024 filing.
  • Orthocincy Retirement Plan end-of-year assets rose from $55M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Orthocincy Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611274265 · Orthocincy Orthopaedics & Sports Me PY 2024 · 401(k)

Orthocincy Retirement Plan · $65M · 440 · 87th

  • BOOK $65M
  • BOOK 440
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Dra Advisors LLC 401(k) Profit Sharing Plan
  • BOOK ind #15020

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 Kentucky →

Orthocincy Retirement Plan in the asset neighbourhood

Orthocincy Retirement Plan$65MDra Advisors LLC 401(k) Profit Sharing PlanDra Advisors LLC 401(k) Prof…$65MLigon Industries 401(k) Retirement PlanLigon Industries 401(k) Reti…$65MCo-Op 401(k) Plan$65MAnser Advisory LLC 401(k) Retirement PlanAnser Advisory LLC 401(k) Re…$65M
End-of-year total assets ($M) among Orthocincy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$10M
Employer EIN611274265
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthocincy Orthopaedics & Sports Me)

Sponsor-wide plan assets over time

All Orthocincy Orthopaedics & Sports Me plans reported in each filing year

Latest sponsor-wide plan assets
$65M 49.95025035250873% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.5M $65.2M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 327 $44M
2023 1 361 $55M
2024 1 440 $65M

Nearby 401(k) Plans in Kentucky

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

Orthocincy Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Orthocincy Retirement Plan, Total assets ($B): 0.065241631 · Participants: 440Orthocincy Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Orthocincy Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Orthocincy Retirement Plan side-by-side with 3 peers →

Orthocincy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Dra Advisors LLC 401(k) Profit Sharing Plan in NY ($65M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Orthocincy Retirement Plan assets move in 2024? ▼
Orthocincy Retirement Plan grew sharply - up 17.9% during 2024, from $55M to $65M. Reported net income was $10M.
How have Orthocincy Orthopaedics & Sports Me plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthocincy Orthopaedics & Sports Me's sponsor-wide assets grew 50.0%, from $44M to $65M.
Where does Orthocincy Retirement Plan rank by assets among Form 5500 filers? ▼
Orthocincy Retirement Plan ranks in the 87th 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 Orthocincy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dra Advisors LLC 401(k) Profit Sharing Plan in NY ($65M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Orthocincy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants, $2M 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 611274265.

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.