401(k) · DOL Form 5500 · 2024

Bone & Joint Clinic, S.C. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
276
Participants Below avg headcount
83rd
Percentile by assets National rank
$161,849
Avg per participant Above avg balance/head
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Official DOL plan name: Bone & Joint Clinic, S.C. 401(k) Plan · Sponsored by Bone & Joint Clinic, S.C. · Wisconsin · Healthcare & Social Assistance

$45M in assets, 276 participants

Bone & Joint Clinic, S.C.'s Bone & Joint Clinic, S.C. 401(k) Plan reported $45M in total assets and 276 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.

  • #14,422 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Bone & Joint Clinic, S.C. 401(k) Plan covers 276 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $45M.

#14,422
in Healthcare & Social Assistance (16,916 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bone & Joint Clinic, S.C. 401(k) Plan's outsized position by total assets

Bone & Joint Clinic, S.C. 401(k) Plan vs every filed plan by assets

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

$44,670,408 Top 17% higher than 83% 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

Bone & Joint Clinic, S.C. 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. Bone & Joint Clinic, S.C. 401(k) Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bone & Joint Clinic, S.C. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bone & Joint Clinic, S.C. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Bone & Joint Clinic, S.C. 401(k) Plan reported participants rose from 255 in the plan year 2023 filing to 276 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391130341 · Bone & Joint Clinic, S.C. PY 2024 · 401(k)

Bone & Joint Clinic, S.C. 401(k) Plan · $45M · 276 · 83rd

  • SCH $45M
  • SCH 276
  • SCH 83rd
  • SCH 401(k)
  • SCH near Sdi Services LLC 401(k) Plan
  • SCH ind #14422

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 Wisconsin →

Bone & Joint Clinic, S.C. 401(k) Plan in the asset neighbourhood

Bone & Joint Clinic, S.C. 401(k) PlanBone & Joint Clinic, S.C. 40…$45MSdi Services LLC 401(k) Plan$45MSavant Systems 401(k) Profit Sharing PlanSavant Systems 401(k) Profit…$45MGeovera Holdings, Inc. 401(k) PlanGeovera Holdings, Inc. 401(k…$45MRestaurant Services, Inc. 401(k) Employee Savings PlanRestaurant Services, Inc. 40…$45M
End-of-year total assets ($M) among Bone & Joint Clinic, S.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN391130341
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bone & Joint Clinic, S.C.)

Sponsor-wide plan assets over time

All Bone & Joint Clinic, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 25.533196468646018% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.6M $44.7M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 248 $36M
2023 1 255 $39M
2024 1 276 $45M

Nearby 401(k) Plans in Wisconsin

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

Bone & Joint Clinic, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bone & Joint Clinic, S.C. 401(k) Plan, Total assets ($B): 0.044670408 · Participants: 276Bone & Joint Clinic, S.C. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bone & Joint Clinic, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bone & Joint Clinic, S.C. 401(k) Plan side-by-side with 3 peers →

Bone & Joint Clinic, S.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sdi Services LLC 401(k) Plan in AZ ($45M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (276 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 (276 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 Bone & Joint Clinic, S.C. 401(k) Plan assets move in 2024? ▼
Bone & Joint Clinic, S.C. 401(k) Plan grew sharply - up 15.7% during 2024, from $39M to $45M. Reported net income was $6M.
How have Bone & Joint Clinic, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bone & Joint Clinic, S.C.'s sponsor-wide assets grew 25.5%, from $36M to $45M.
Where does Bone & Joint Clinic, S.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bone & Joint Clinic, S.C. 401(k) Plan ranks in the 83rd 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 Bone & Joint Clinic, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sdi Services LLC 401(k) Plan in AZ ($45M, 619 participants).
Which 401(k) plans cover a similar participant headcount to Bone & Joint Clinic, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (276 participants, $101M 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 391130341.

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.