401(k) · DOL Form 5500 · 2024
Orthopedic & Fracture Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $279,277
- Avg per participant High balance/head
Official DOL plan name: Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by Orthopedic & Fracture Clinic, P.C. · Oregon · Healthcare & Social Assistance
$48M in assets, 171 participants
Orthopedic & Fracture Clinic, P.C.'s Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan reported $48M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,538 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $48M.
- #14,538
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,756,443 Top 16% higher than 84% 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
Orthopedic & Fracture Clinic, P.C. 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. Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan reported participants rose from 165 in the plan year 2023 filing to 171 in the plan year 2024 filing.
DOL schedule card
Filing strip 930645870 · Orthopedic & Fracture Clinic, P.C. PY 2024 · 401(k)
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan · $48M · 171 · 84th
- PART $48M
- PART 171
- PART 84th
- PART 401(k)
- PART near Viking Holding Company, LLC 401(k) Plan
- PART ind #14538
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 Oregon →
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $7M |
| Employer EIN | 930645870 |
| Plan Effective Date | 1975-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic & Fracture Clinic, P.C.)
Sponsor-wide plan assets over time
All Orthopedic & Fracture Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 21.86751325643965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $39M |
| 2023 | 1 | 165 | $41M |
| 2024 | 1 | 171 | $48M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Viking Holding Company, LLC 401(k) Plan in FL ($48M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Life Tech Inc (NJ) 171 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 171 · 0 off
- Star Concrete 401(k) Profit Sharing Plan (CA) 171 · 0 off
- Associated Hardwoods, Inc. 401(k) Profit Sharing Plan (NC) 171 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.