401(k) · DOL Form 5500 · 2024

Orthotennessee, P.C. 401(k) Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
713
Participants Below avg headcount
93rd
Percentile by assets National rank
$215,065
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthotennessee 401(k) Plan · Sponsored by Orthotennessee, P.C. · Tennessee · Healthcare & Social Assistance

$153M in assets, 713 participants

Orthotennessee, P.C.'s Orthotennessee 401(k) Plan reported $153M in total assets and 713 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,878 in Healthcare & Social Assistance (16,916 peers)

Where Orthotennessee 401(k) Plan sits by assets

Orthotennessee 401(k) Plan sits in the top 10% of all filed plans by assets, $153M for 713 participants (~$215,065/participant), up 6.3% in 2024.

#15,878
in Healthcare & Social Assistance (16,916 peers)
+6.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Orthotennessee 401(k) Plan's outsized position by total assets

Orthotennessee 401(k) Plan vs every filed plan by assets

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

$153,341,587 Top 7% higher than 93% 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

Orthotennessee 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. Orthotennessee 401(k) Plan sits mid-pack in the medium band (713 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthotennessee 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Orthotennessee 401(k) Plan reported participants rose from 569 in the plan year 2023 filing to 713 in the plan year 2024 filing.
  • Orthotennessee 401(k) Plan end-of-year assets rose from $144M in the plan year 2023 filing to $153M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 621700130 · Orthotennessee, P.C. PY 2024 · 401(k)

Orthotennessee 401(k) Plan · $153M · 713 · 93rd

  • RANK $153M
  • RANK 713
  • RANK 93rd
  • RANK 401(k)
  • RANK near Ny Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and Trust
  • RANK ind #15878

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 Tennessee →

Orthotennessee 401(k) Plan in the asset neighbourhood

Bimbo Bakeries USA Union Savings PlanBimbo Bakeries USA Union Sav…$153MHillyard 401(k) Plan$153MNy Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and TrustNy Hotels Trades Council & A…$153MOrthotennessee 401(k) Plan$153MSummit Orthopedics, Ltd. 401(k) Profit Sharing PlanSummit Orthopedics, Ltd. 401…$153M
End-of-year total assets ($M) among Orthotennessee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$153M
Net Income$9M
Employer EIN621700130
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthotennessee, P.C.)

Sponsor-wide plan assets over time

All Orthotennessee, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 7.850516370675955% vs 2022
2024 filing year
$140M$145M$150M$155M 202220232024 $142M $153M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 643 $142M
2023 1 569 $144M
2024 1 713 $153M

Nearby 401(k) Plans in Tennessee

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

Orthotennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Orthotennessee 401(k) Plan, Total assets ($B): 0.153341587 · Participants: 713Orthotennessee 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Orthotennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Orthotennessee 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Ny Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and Trust in NY ($153M); by covered participants it is Hutchens Industries, Inc. 401(k) Plan in MO (713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (713 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 Orthotennessee 401(k) Plan assets move in 2024? ▼
Orthotennessee 401(k) Plan grew at a solid clip - up 6.3% during 2024, from $144M to $153M. Reported net income was $9M.
How have Orthotennessee, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthotennessee, P.C.'s sponsor-wide assets grew 7.9%, from $142M to $153M.
Where does Orthotennessee 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthotennessee 401(k) Plan ranks in the 93rd 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 Orthotennessee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ny Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and Trust in NY ($153M, 847 participants).
Which 401(k) plans cover a similar participant headcount to Orthotennessee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutchens Industries, Inc. 401(k) Plan in MO (713 participants, $19M 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 621700130.

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.