Profit Sharing · DOL Form 5500 · 2024
University Orthopaedic Services Inc Profit Sharing Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 303
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $230,318
- Avg per participant Above avg balance/head
Official DOL plan name: University Orthopaedic Services, Inc. Retirement Plan · Sponsored by University Orthopaedic Services Inc · New York · Healthcare & Social Assistance
$70M in assets, 303 participants
University Orthopaedic Services Inc's University Orthopaedic Services, Inc. Retirement Plan reported $70M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,099 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
University Orthopaedic Services, Inc. Retirement Plan covers 303 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $70M.
- #15,099
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
University Orthopaedic Services, Inc. Retirement Plan's outsized position by total assets
University Orthopaedic Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,786,251 Top 12% higher than 88% 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
University Orthopaedic Services, Inc. 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. University Orthopaedic Services, Inc. Retirement Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Orthopaedic Services, Inc. Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- University Orthopaedic Services, Inc. Retirement Plan reported participants rose from 270 in the plan year 2023 filing to 303 in the plan year 2024 filing.
- University Orthopaedic Services, Inc. Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161406947 · University Orthopaedic Services Inc PY 2024 · Profit Sharing
University Orthopaedic Services, Inc. Retirement Plan · $70M · 303 · 88th
- IND $70M
- IND 303
- IND 88th
- IND Profit Sharing
- IND near Miner Enterprises Profit Sharing Plan
- IND ind #15099
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 New York →
University Orthopaedic Services, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $11M |
| Employer EIN | 161406947 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Orthopaedic Services Inc)
Sponsor-wide plan assets over time
All University Orthopaedic Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 42.06360434990816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $49M |
| 2023 | 1 | 270 | $59M |
| 2024 | 1 | 303 | $70M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
University Orthopaedic Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Miner Enterprises Profit Sharing Plan in IL ($70M); by covered participants it is Cal-State Auto Parts, Inc. Profit Sharing Plan and Trust in CA (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 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.