401(k) · DOL Form 5500 · 2024
Northwest Ohio Orthopedics and Sports Medicine, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $124,011
- Avg per participant Near avg balance/head
Official DOL plan name: Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan · Sponsored by Northwest Ohio Orthopedics and Sports Medicine, Inc. · Ohio · Healthcare & Social Assistance
$19M in assets, 151 participants
Northwest Ohio Orthopedics and Sports Medicine, Inc.'s Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan reported $19M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,475 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan covers 151 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $19M.
- #12,475
- in Healthcare & Social Assistance (16,916 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan's outsized position by total assets
Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,725,699 Top 31% higher than 69% 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
Northwest Ohio Orthopedics & Sports Medicine 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. Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$165K in the plan year 2024 filing.
- Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan reported participants rose from 144 in the plan year 2023 filing to 151 in the plan year 2024 filing.
- Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 341963354 · Northwest Ohio Orthopedics and Sports Medicine, Inc. PY 2024 · 401(k)
Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan · $19M · 151 · 69th
- TYPE $19M
- TYPE 151
- TYPE 69th
- TYPE 401(k)
- TYPE near Aero-Flite 401(k) Plan
- TYPE ind #12475
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 Ohio →
Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$165K |
| Employer EIN | 341963354 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Ohio Orthopedics and Sports Medicine, Inc.)
Sponsor-wide plan assets over time
All Northwest Ohio Orthopedics and Sports Medicine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 14.94988893707703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $16M |
| 2023 | 1 | 144 | $19M |
| 2024 | 1 | 151 | $19M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Aero-Flite 401(k) Plan in WA ($19M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Aero-Flite 401(k) Plan (WA) $19M · 190
- St Denis J Villere & Company, LLC Profit Sharing Plan (LA) $19M · 9
- Reformed Theological Seminary Retirement Plan (MS) $19M · 170
- Primary Health Care, Inc. 401(k) Plan (IA) $19M · 380
Similar participant headcount
Nearest other-state filings by covered participants (151 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.