401(k) · DOL Form 5500 · 2024
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 87
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $292,918
- Avg per participant High balance/head
Official DOL plan name: Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan · Sponsored by Orthopedic & Sports Institute of the Fox Valley Sc · Wisconsin · Healthcare & Social Assistance
$25M in assets, 87 participants
Orthopedic & Sports Institute of the Fox Valley Sc's Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported $25M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,280 in Healthcare & Social Assistance (16,916 peers)
Where Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan sits by assets
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 87 participants (~$292,918/participant), up 17.0% in 2024.
- #13,280
- in Healthcare & Social Assistance (16,916 peers)
- +17.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan's outsized position by total assets
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,483,849 Top 25% higher than 75% 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 Institute of the Fox Valley Sc 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported participants fell from 96 in the plan year 2023 filing to 87 in the plan year 2024 filing.
DOL schedule card
Filing strip 161625172 · Orthopedic & Sports Institute of the Fox Valley Sc PY 2024 · 401(k)
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan · $25M · 87 · 75th
- VS-ST $25M
- BOY 87
- SCH 75th
- EBSA 401(k)
- PART near Ihc Construction Companies LLC Ps & Svgs Plan
- TYPE ind #13280
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 Institute of the Fox Valley Sc 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 161625172 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic & Sports Institute of the Fox Valley Sc)
Sponsor-wide plan assets over time
All Orthopedic & Sports Institute of the Fox Valley Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 51.25636295142062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $17M |
| 2023 | 1 | 96 | $22M |
| 2024 | 1 | 87 | $25M |
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 Institute of the Fox Valley Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ihc Construction Companies LLC Ps & Svgs Plan in IL ($25M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Ihc Construction Companies LLC Ps & Svgs Plan (IL) $25M · 105
- Pala Group, Inc. Savings Plan and Trust (LA) $25M · 447
- The Toledo Zoological Society Employees Retirement Plan (OH) $25M · 867
- The Retiresmart Pep (NY) $25M · 556
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Vian Enterprises 401(k) Profit Sharing Plan & Trust (CA) 87 · 0 off
- Ordermygear 401(k) Plan (TX) 87 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 87 · 0 off
- Dynamic Air Inc. 401(k) Plan (MN) 87 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.