401(k) · DOL Form 5500 · 2024

Ortholonestar, PLLC 401(k) Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
972
Participants Near avg headcount
95th
Percentile by assets National rank
$237,643
Avg per participant Above avg balance/head
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Official DOL plan name: Ortholonestar 401(k) Retirement Plan · Sponsored by Ortholonestar, PLLC · Texas · Healthcare & Social Assistance

$231M in assets, 972 participants

Ortholonestar, PLLC's Ortholonestar 401(k) Retirement Plan reported $231M in total assets and 972 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,117 in Healthcare & Social Assistance (16,916 peers)

Where Ortholonestar 401(k) Retirement Plan sits by assets

Ortholonestar 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $231M for 972 participants (~$237,643/participant), up 16.6% in 2024.

#16,117
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Ortholonestar 401(k) Retirement Plan's outsized position by total assets

Ortholonestar 401(k) Retirement Plan vs every filed plan by assets

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

$230,989,245 Top 5% higher than 95% 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

Ortholonestar 401(k) 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. Ortholonestar 401(k) Retirement Plan sits mid-pack in the medium band (972 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ortholonestar 401(k) Retirement Plan end-of-year assets rose from $198M in the plan year 2023 filing to $231M in the plan year 2024 filing.
  • Ortholonestar 401(k) Retirement Plan reported participants rose from 876 in the plan year 2023 filing to 972 in the plan year 2024 filing.
  • Ortholonestar 401(k) Retirement Plan reported net income rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842136648 · Ortholonestar, PLLC PY 2024 · 401(k)

Ortholonestar 401(k) Retirement Plan · $231M · 972 · 95th

  • BOY $231M
  • SCH 972
  • EBSA 95th
  • PART 401(k)
  • TYPE near Christie Clinic 401(k) Profit Sharing Plan
  • NET ind #16117

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 Texas →

Ortholonestar 401(k) Retirement Plan in the asset neighbourhood

Software Ag, LLC Profit Sharing PlanSoftware Ag, LLC Profit Shar…$231MChristie Clinic 401(k) Profit Sharing PlanChristie Clinic 401(k) Profi…$231MOrtholonestar 401(k) Retirement PlanOrtholonestar 401(k) Retirem…$231MPeloton Interactive, Inc. Retirement PlanPeloton Interactive, Inc. Re…$231MSavings Plan of Cravath, Swaine & Moore LLPSavings Plan of Cravath, Swa…$231M
End-of-year total assets ($M) among Ortholonestar 401(k) 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)$198M
Net Assets (End of Year)$231M
Net Income$33M
Employer EIN842136648
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortholonestar, PLLC)

Sponsor-wide plan assets over time

All Ortholonestar, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$231M 37.190193934317% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $168M $231M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 848 $168M
2023 1 876 $198M
2024 1 972 $231M

Nearby 401(k) Plans in Texas

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

Ortholonestar 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ortholonestar 401(k) Retirement Plan, Total assets ($B): 0.230989245 · Participants: 972Ortholonestar 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ortholonestar 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ortholonestar 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Christie Clinic 401(k) Profit Sharing Plan in IL ($231M); by covered participants it is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (972 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

Similar participant headcount

Nearest other-state filings by covered participants (972 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 Ortholonestar 401(k) Retirement Plan assets move in 2024? ▼
Ortholonestar 401(k) Retirement Plan grew sharply - up 16.6% during 2024, from $198M to $231M. Reported net income was $33M.
How have Ortholonestar, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortholonestar, PLLC's sponsor-wide assets grew 37.2%, from $168M to $231M.
Where does Ortholonestar 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ortholonestar 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ortholonestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Christie Clinic 401(k) Profit Sharing Plan in IL ($231M, 967 participants).
Which 401(k) plans cover a similar participant headcount to Ortholonestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (972 participants, $229M 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 842136648.

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.