401(k) · DOL Form 5500 · 2024
Orthopaedic Associates of Muskegon, PC 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $168,935
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Associates of Muskegon, PC 401(k) Plan · Sponsored by Orthopaedic Associates of Muskegon, PC · Michigan · Healthcare & Social Assistance
$35M in assets, 209 participants
Orthopaedic Associates of Muskegon, PC's Orthopaedic Associates of Muskegon, PC 401(k) Plan reported $35M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #13,993 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Orthopaedic Associates of Muskegon, PC 401(k) Plan covers 209 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $35M.
- #13,993
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Orthopaedic Associates of Muskegon, PC 401(k) Plan's outsized position by total assets
Orthopaedic Associates of Muskegon, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,307,497 Top 20% higher than 80% 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
Orthopaedic Associates of Muskegon, PC 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. Orthopaedic Associates of Muskegon, PC 401(k) Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopaedic Associates of Muskegon, PC 401(k) Plan reported participants rose from 166 in the plan year 2023 filing to 209 in the plan year 2024 filing.
- Orthopaedic Associates of Muskegon, PC 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Orthopaedic Associates of Muskegon, PC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 382192991 · Orthopaedic Associates of Muskegon, PC PY 2024 · 401(k)
Orthopaedic Associates of Muskegon, PC 401(k) Plan · $35M · 209 · 80th
- BOY $35M
- BOY 209
- BOY 80th
- BOY 401(k)
- BOY near Capitol Federal 401(k) Plan
- BOY ind #13993
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 Michigan →
Orthopaedic Associates of Muskegon, PC 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 382192991 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Associates of Muskegon, PC)
Sponsor-wide plan assets over time
All Orthopaedic Associates of Muskegon, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 41.721921797188664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $25M |
| 2023 | 1 | 166 | $30M |
| 2024 | 1 | 209 | $35M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Orthopaedic Associates of Muskegon, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Capitol Federal 401(k) Plan in KS ($35M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Capitol Federal 401(k) Plan (KS) $35M · 577
- Unipro Foodservice, Inc. Retirement Plan (GA) $35M · 154
- Parker Jewish Institute Retirement Savings Plan (NY) $35M · 895
- A. Stucki Company 401(k) Profit Sharing Plan and Trust (PA) $35M · 1,017
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Del Amo Motorsports 401(k) Profit Sharing Plan (CA) 209 · 0 off
- Quarternorth Energy 401(k) Plan (TX) 209 · 0 off
- Pillar Construction, Inc. 401(k) Plan (VA) 209 · 0 off
- Evolve Ip, LLC 401(k) Plan (PA) 209 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.