401(k) · DOL Form 5500 · 2024

Specialty Orthopedic Group of Ms, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
189
Participants Below avg headcount
48th
Percentile by assets National rank
$36,376
Avg per participant Low balance/head
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Official DOL plan name: Specialty Orthopedic Group of Ms, LLC 401(k) Plan · Sponsored by Specialty Orthopedic Group of Ms, LLC · Mississippi · Healthcare & Social Assistance

$7M in assets, 189 participants

Specialty Orthopedic Group of Ms, LLC's Specialty Orthopedic Group of Ms, LLC 401(k) Plan reported $7M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,880 in Healthcare & Social Assistance (16,916 peers)

Specialty Orthopedic Group of Ms, LLC multi-year trail

Specialty Orthopedic Group of Ms, LLC's plans moved +57.1% in assets from 2022 to 2024; this filing shows Specialty Orthopedic Group of Ms, LLC 401(k) Plan at $7M / 189 participants.

#8,880
in Healthcare & Social Assistance (16,916 peers)
+23.8%
assets growth YoY

Specialty Orthopedic Group of Ms, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Specialty Orthopedic Group of Ms, LLC 401(k) Plan vs every filed plan by assets

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

$6,875,046 48th percentile higher than 48% 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

Specialty Orthopedic Group of Ms, LLC 401(k) 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. Specialty Orthopedic Group of Ms, LLC 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Specialty Orthopedic Group of Ms, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Specialty Orthopedic Group of Ms, LLC 401(k) Plan reported participants rose from 168 in the plan year 2023 filing to 189 in the plan year 2024 filing.
  • Specialty Orthopedic Group of Ms, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474372269 · Specialty Orthopedic Group of Ms, LLC PY 2024 · 401(k)

Specialty Orthopedic Group of Ms, LLC 401(k) Plan · $7M · 189 · 48th

  • TYPE $7M
  • TYPE 189
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Diablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #8880

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 Mississippi →

Specialty Orthopedic Group of Ms, LLC 401(k) Plan in the asset neighbourhood

Specialty Orthopedic Group of Ms, LLC 401(k) PlanSpecialty Orthopedic Group o…$7MDiablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing PlanDiablo Valley Perinatal Asso…$7MMarketing Concepts Group 401(k) Profit Sharing Plan & TrustMarketing Concepts Group 401…$7MSunset Healthcare Solutions, Inc. 401(k) Profit Sharing Plan & TrustSunset Healthcare Solutions,…$7MFairmont Federal Credit Union 401(k) Plan and TrustFairmont Federal Credit Unio…$7M
End-of-year total assets ($M) among Specialty Orthopedic Group of Ms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Specialty Orthopedic Group of Ms, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Specialty Orthopedic Group of Ms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 57.058145849043804% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.38M $6.88M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 96 $4M
2023 1 168 $6M
2024 1 189 $7M

Specialty Orthopedic Group of Ms, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN474372269
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Specialty Orthopedic Group of Ms, LLC 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Specialty Orthopedic Group of Ms, LLC 401(k) Plan, Total assets ($M): 6.875046 · Participants: 189Specialty Orthopedic Group of Ms, LLC 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Specialty Orthopedic Group of Ms, LLC 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Specialty Orthopedic Group of Ms, LLC 401(k) Plan side-by-side with 3 peers →

Specialty Orthopedic Group of Ms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Diablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Specialty Orthopedic Group of Ms, LLC 401(k) Plan assets move in 2024? ▼
Specialty Orthopedic Group of Ms, LLC 401(k) Plan grew sharply - up 23.8% during 2024, from $6M to $7M. Reported net income was $1M.
How have Specialty Orthopedic Group of Ms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Orthopedic Group of Ms, LLC's sponsor-wide assets grew 57.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Specialty Orthopedic Group of Ms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing Plan in CA ($7M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Specialty Orthopedic Group of Ms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 participants, N/A 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 474372269.

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.