401(k) · DOL Form 5500 · 2024

Orthopedic Specialists of North America, PLLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
824
Participants Near avg headcount
90th
Percentile by assets National rank
$109,431
Avg per participant Below avg balance/head
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Official DOL plan name: Orthoarizona Retirement Plan · Sponsored by Orthopedic Specialists of North America, PLLC · Arizona · Healthcare & Social Assistance

$90M in assets, 824 participants

Orthopedic Specialists of North America, PLLC's Orthoarizona Retirement Plan reported $90M in total assets and 824 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,386 in Healthcare & Social Assistance (16,916 peers)

Where Orthoarizona Retirement Plan sits by assets

Orthoarizona Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 824 participants (~$109,431/participant), up 15.6% in 2024.

#15,386
in Healthcare & Social Assistance (16,916 peers)
+15.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Orthoarizona Retirement Plan's outsized position by total assets

Orthoarizona Retirement Plan vs every filed plan by assets

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

$90,170,874 Top 10% higher than 90% 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

Orthoarizona Retirement 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. Orthoarizona Retirement Plan sits mid-pack in the medium band (824 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthoarizona Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Orthoarizona Retirement Plan end-of-year assets rose from $78M in the plan year 2023 filing to $90M in the plan year 2024 filing.
  • Orthoarizona Retirement Plan reported participants rose from 797 in the plan year 2023 filing to 824 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260152289 · Orthopedic Specialists of North America, PLLC PY 2024 · 401(k)

Orthoarizona Retirement Plan · $90M · 824 · 90th

  • EBSA $90M
  • EBSA 824
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Ascent Aerospace Holdings, LLC 401(k) Plan
  • EBSA ind #15386

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 Arizona →

Orthoarizona Retirement Plan in the asset neighbourhood

Jamestown 401(k) Plan$90MAscent Aerospace Holdings, LLC 401(k) PlanAscent Aerospace Holdings, L…$90MLa Jolla Institute for Immunology Retirement Savings PlanLa Jolla Institute for Immun…$90MOrthoarizona Retirement Plan$90MD & H 401(k) Plan$90M
End-of-year total assets ($M) among Orthoarizona Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$90M
Net Income$12M
Employer EIN260152289
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Specialists of North America, PLLC)

Sponsor-wide plan assets over time

All Orthopedic Specialists of North America, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 48.474409357251666% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.7M $90.2M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 573 $61M
2023 1 797 $78M
2024 1 824 $90M

Nearby 401(k) Plans in Arizona

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

Orthoarizona Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Orthoarizona Retirement Plan, Total assets ($B): 0.090170874 · Participants: 824Orthoarizona Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Orthoarizona Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Orthoarizona Retirement Plan side-by-side with 3 peers →

Orthoarizona Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ascent Aerospace Holdings, LLC 401(k) Plan in MI ($90M); by covered participants it is Empyrean Benefit Solutions, Inc. 401(k) Plan in TX (824 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (824 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 Orthoarizona Retirement Plan assets move in 2024? ▼
Orthoarizona Retirement Plan grew sharply - up 15.6% during 2024, from $78M to $90M. Reported net income was $12M.
How have Orthopedic Specialists of North America, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Specialists of North America, PLLC's sponsor-wide assets grew 48.5%, from $61M to $90M.
Where does Orthoarizona Retirement Plan rank by assets among Form 5500 filers? ▼
Orthoarizona Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthoarizona Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascent Aerospace Holdings, LLC 401(k) Plan in MI ($90M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Orthoarizona Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empyrean Benefit Solutions, Inc. 401(k) Plan in TX (824 participants, $65M 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 260152289.

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.