401(k) · DOL Form 5500 · 2024
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 219
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $151,596
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan · Sponsored by Orthopedic & Sports Medicine Specialists of Green Bay Sc · Wisconsin · Healthcare & Social Assistance
$33M in assets, 219 participants
Orthopedic & Sports Medicine Specialists of Green Bay Sc's Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported $33M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,864 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan covers 219 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.
- #13,864
- in Healthcare & Social Assistance (16,916 peers)
- +20.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan's outsized position by total assets
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,199,587 Top 21% higher than 79% 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 & Sports Medicine Specialists of Green Bay Sc 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. Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 219 in the plan year 2024 filing.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 261132759 · Orthopedic & Sports Medicine Specialists of Green Bay Sc PY 2024 · 401(k)
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan · $33M · 219 · 79th
- BOY $33M
- SCH 219
- EBSA 79th
- PART 401(k)
- TYPE near Smc3 401(k) Plan
- NET ind #13864
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 →
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 261132759 |
| Plan Effective Date | 2007-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic & Sports Medicine Specialists of Green Bay Sc)
Sponsor-wide plan assets over time
All Orthopedic & Sports Medicine Specialists of Green Bay Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 48.93567871548329% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $24M |
| 2023 | 2 | 272 | $29M |
| 2024 | 2 | 379 | $36M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Smc3 401(k) Plan in GA ($33M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Smc3 401(k) Plan (GA) $33M · 190
- Island Hospitality Management, LLC 401(k) Safe Harbor Plan (FL) $33M · 1,875
- Eckart America 401(k) Plan (OH) $33M · 203
- Enkei America, Inc. Savings Plan (IN) $33M · 675
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.