401(k) · DOL Form 5500 · 2024

Orthopaedic Specialty Institute Medical Group of Orange County 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
188
Participants Below avg headcount
80th
Percentile by assets National rank
$187,201
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan · Sponsored by Orthopaedic Specialty Institute Medical Group of Orange County · California · Healthcare & Social Assistance

$35M in assets, 188 participants

Orthopaedic Specialty Institute Medical Group of Orange County's Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan reported $35M in total assets and 188 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.

  • #13,989 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $35M.

#13,989
in Healthcare & Social Assistance (16,916 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan's outsized position by total assets

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,193,778 Top 20% higher than 80% 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

Orthopaedic Specialty Institute Medical Group 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. Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan reported participants rose from 157 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330905995 · Orthopaedic Specialty Institute Medical Group of Orange County PY 2024 · 401(k)

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan · $35M · 188 · 80th

  • RANK $35M
  • PHOTO 188
  • IND 80th
  • EOY 401(k)
  • 5500 near Schwartz Farms, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #13989

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 California →

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

United 401(k) Profit Sharing PlanUnited 401(k) Profit Sharing…$35MThe Molpus Company 401(k) Profit Sharing PlanThe Molpus Company 401(k) Pr…$35MOrthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanOrthopaedic Specialty Instit…$35MSchwartz Farms, Inc. 401(k) Profit Sharing PlanSchwartz Farms, Inc. 401(k) …$35MWinstead Non-Share Atty 401(k) Savings & Profit Sharing PlanWinstead Non-Share Atty 401(…$35M
End-of-year total assets ($M) among Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN330905995
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Specialty Institute Medical Group of Orange County)

Sponsor-wide plan assets over time

All Orthopaedic Specialty Institute Medical Group of Orange County plans reported in each filing year

Latest sponsor-wide plan assets
$35M 42.65729237150781% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.7M $35.2M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 163 $25M
2023 1 157 $29M
2024 1 188 $35M

Nearby 401(k) Plans in California

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

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.035193778 · Participants: 188Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Schwartz Farms, Inc. 401(k) Profit Sharing Plan in MN ($35M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2024, from $29M to $35M. Reported net income was $6M.
How have Orthopaedic Specialty Institute Medical Group of Orange County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialty Institute Medical Group of Orange County's sponsor-wide assets grew 42.7%, from $25M to $35M.
Where does Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schwartz Farms, Inc. 401(k) Profit Sharing Plan in MN ($35M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 330905995.

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.