401(k) · DOL Form 5500 · 2024
Baton Rouge Orthopaedic Clinic, LLC 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 323
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $255,982
- Avg per participant Above avg balance/head
Official DOL plan name: Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust · Sponsored by Baton Rouge Orthopaedic Clinic, LLC · Louisiana · Healthcare & Social Assistance
$83M in assets, 323 participants
Baton Rouge Orthopaedic Clinic, LLC's Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust reported $83M in total assets and 323 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.
- #15,296 in Healthcare & Social Assistance (16,916 peers)
Where Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust sits by assets
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $83M for 323 participants (~$255,982/participant), up 16.2% in 2024.
- #15,296
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust's outsized position by total assets
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$82,682,069 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
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and 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. Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust end-of-year assets rose from $71M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust reported participants rose from 311 in the plan year 2023 filing to 323 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 721460193 · Baton Rouge Orthopaedic Clinic, LLC PY 2024 · 401(k)
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust · $83M · 323 · 89th
- EIN $83M
- RANK 323
- PHOTO 89th
- IND 401(k)
- EOY near Cutco Cutlery Corporation Hourly Savings Plan
- 5500 ind #15296
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 Louisiana →
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $12M |
| Employer EIN | 721460193 |
| Plan Effective Date | 1971-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baton Rouge Orthopaedic Clinic, LLC)
Sponsor-wide plan assets over time
All Baton Rouge Orthopaedic Clinic, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 41.39138431920205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $58M |
| 2023 | 1 | 311 | $71M |
| 2024 | 1 | 323 | $83M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Cutco Cutlery Corporation Hourly Savings Plan in NY ($83M); by covered participants it is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Cutco Cutlery Corporation Hourly Savings Plan (NY) $83M · 367
- Summit Physician Specialists Retirement Plan (UT) $83M · 108
- 401(k) Plan for Dfh Companies (RI) $83M · 485
- Cygnus Home Service Retirement Savings Plan (MN) $83M · 1,636
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Branded Entertainment Network 401(k) Savings Plan (CA) 323 · 0 off
- Nlmk USA Non-Union 401(k) Savings Plan (PA) 323 · 0 off
- Direct Line Global LLC 401(k) Plan (CA) 323 · 0 off
- Burnette Foods, Inc. 401(k) Plan (MI) 323 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.