401(k) · DOL Form 5500 · 2024
St. Cloud Orthopedic Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 145
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $313,463
- Avg per participant High balance/head
Official DOL plan name: St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan · Sponsored by St. Cloud Orthopedic Associates, Ltd. · Minnesota · Healthcare & Social Assistance
$45M in assets, 145 participants
St. Cloud Orthopedic Associates, Ltd.'s St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan reported $45M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,451 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan covers 145 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $45M.
- #14,451
- in Healthcare & Social Assistance (16,916 peers)
- +10.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,452,133 Top 17% higher than 83% 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
St. Cloud Orthopedic Associates, Ltd. 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. St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.
DOL schedule card
Filing strip 410966155 · St. Cloud Orthopedic Associates, Ltd. PY 2024 · 401(k)
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan · $45M · 145 · 83rd
- RANK $45M
- RANK 145
- RANK 83rd
- RANK 401(k)
- RANK near D4c Dental Brands, Inc. 401(k) Plan
- RANK ind #14451
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 Minnesota →
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $4M |
| Employer EIN | 410966155 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Cloud Orthopedic Associates, Ltd.)
Sponsor-wide plan assets over time
All St. Cloud Orthopedic Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 16.293184771603993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $39M |
| 2023 | 1 | 144 | $41M |
| 2024 | 1 | 145 | $45M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is D4c Dental Brands, Inc. 401(k) Plan in GA ($45M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Lashbrook Jewelry Designs 401(k) Plan (UT) 145 · 0 off
- Bayfirst Solutions 401(k) Plan (DC) 145 · 0 off
- Bnccorp, Inc. 401(k) Savings Plan (ND) 145 · 0 off
- Isun 401(k) Retirement Plan (PA) 145 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.