401(k) · DOL Form 5500 · 2024
Jacksonville Orthopaedic Institute, Inc. 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 362
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $223,418
- Avg per participant Above avg balance/head
Official DOL plan name: Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust · Sponsored by Jacksonville Orthopaedic Institute, Inc. · Florida · Healthcare & Social Assistance
$81M in assets, 362 participants
Jacksonville Orthopaedic Institute, Inc.'s Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust reported $81M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,277 in Healthcare & Social Assistance (16,916 peers)
Where Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust sits by assets
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust sits in the top quartile of all filed plans by assets, $81M for 362 participants (~$223,418/participant), up 5.5% in 2024.
- #15,277
- in Healthcare & Social Assistance (16,916 peers)
- +5.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust's outsized position by total assets
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,877,356 Top 11% higher than 89% 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
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust 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. Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust reported participants rose from 291 in the plan year 2023 filing to 362 in the plan year 2024 filing.
- Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust end-of-year assets rose from $77M in the plan year 2023 filing to $81M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 593120987 · Jacksonville Orthopaedic Institute, Inc. PY 2024 · 401(k)
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust · $81M · 362 · 89th
- TYPE $81M
- TYPE 362
- TYPE 89th
- TYPE 401(k)
- TYPE near Worth & Company, Inc. Retirement Plan
- TYPE ind #15277
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 Florida →
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $4M |
| Employer EIN | 593120987 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacksonville Orthopaedic Institute, Inc.)
Sponsor-wide plan assets over time
All Jacksonville Orthopaedic Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 20.06453709532805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 327 | $67M |
| 2023 | 1 | 291 | $77M |
| 2024 | 1 | 362 | $81M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Worth & Company, Inc. Retirement Plan in PA ($81M); by covered participants it is Prosek LLC 401(k) Pension Plan in CT (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Worth & Company, Inc. Retirement Plan (PA) $81M · 524
- Fluence Savings Plan (VA) $81M · 615
- Hr & P Solutions, Inc. 401(k) Salary Reduction Plan (TX) $81M · 1,754
- Esa Management, LLC 401(k) Plan (NC) $81M · 7,293
Similar participant headcount
Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.
- Prosek LLC 401(k) Pension Plan (CT) 362 · 0 off
- Stallergenes Greer 401(k) Plan (NC) 362 · 0 off
- Bnp Media 401(k) Plan (MI) 362 · 0 off
- Howard Energy Partners 401(k) Plan (TX) 362 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.