401(k)
2024 plan-year 401(k) DOL Form 5500

Capital Orthopaedic and Sports Medicine Center 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Capital Orthopaedic and Sports Medicine Center · Mississippi · Healthcare & Social Assistance

What the 2023 filing shows

Capital Orthopaedic and Sports Medicine Center 401(k) Plan holds $18M for 94 participants — about $193,472 per participant, up 27.1% over the 2024 plan year.

$18M
total plan assets (2024 EOY)
94
covered participants
$193,472
avg assets per participant
+27.1%
assets growth YoY
Total Assets (2023)
$18M
Participants
94
State
Industry
Healthcare & Social Assistance

What the Filing Says About Capital Orthopaedic and Sports Medicine Center 401(k) Plan

Capital Orthopaedic and Sports Medicine Center 401(k) Plan is a 401(k) retirement plan sponsored by Capital Orthopaedic and Sports Medicine Center, headquartered in Mississippi. As of the 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 94 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 203941865, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2024 to $18M at year-end — a gain of 27.1%. Net assets (after liabilities) closed the year at $18M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$4M
Plan Type401(k)
Employer EIN203941865
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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Frequently Asked Questions

How much money is in the Capital Orthopaedic and Sports Medicine Center 401(k) Plan?
As of the 2024 Form 5500 filing, Capital Orthopaedic and Sports Medicine Center 401(k) Plan holds $18M in total assets with 94 participants. It is sponsored by Capital Orthopaedic and Sports Medicine Center.
What type of plan is Capital Orthopaedic and Sports Medicine Center 401(k) Plan?
Capital Orthopaedic and Sports Medicine Center 401(k) Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 203941865.
Who sponsors the Capital Orthopaedic and Sports Medicine Center 401(k) Plan?
Capital Orthopaedic and Sports Medicine Center 401(k) Plan is sponsored by Capital Orthopaedic and Sports Medicine Center, located in Mississippi. The sponsor's EIN is 203941865 and the plan operates in the Healthcare & Social Assistance industry.
How did Capital Orthopaedic and Sports Medicine Center 401(k) Plan perform in 2024?
Capital Orthopaedic and Sports Medicine Center 401(k) Plan grew by 27.1% during 2024, moving from $14M to $18M in total assets. Net income was $4M.
Where can I find official filings for Capital Orthopaedic and Sports Medicine Center 401(k) Plan?
Official Form 5500 filings for Capital Orthopaedic and Sports Medicine Center 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203941865 or plan name at efast.dol.gov.
How does Capital Orthopaedic and Sports Medicine Center 401(k) Plan compare to other plans?
You can compare Capital Orthopaedic and Sports Medicine Center 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 203941865.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.