401(k) · DOL Form 5500 · 2024

Excelsior Orthopaedics LLP 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
620
Participants Below avg headcount
87th
Percentile by assets National rank
$101,588
Avg per participant Below avg balance/head
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Official DOL plan name: Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · Sponsored by Excelsior Orthopaedics LLP · New York · Healthcare & Social Assistance

$63M in assets, 620 participants

Excelsior Orthopaedics LLP's Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported $63M in total assets and 620 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,975 in Healthcare & Social Assistance (16,916 peers)

Where Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits by assets

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $63M for 620 participants (~$101,588/participant), up 25.0% in 2024.

#14,975
in Healthcare & Social Assistance (16,916 peers)
+25.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,984,316 Top 13% higher than 87% 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

Excelsior Orthopaedics, LLP 401(k) Profit Sharing 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. Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (620 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $50M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported participants rose from 544 in the plan year 2023 filing to 620 in the plan year 2024 filing.
  • Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161608040 · Excelsior Orthopaedics LLP PY 2024 · 401(k)

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · $63M · 620 · 87th

  • EIN $63M
  • EIN 620
  • EIN 87th
  • EIN 401(k)
  • EIN near Surmodics, Inc. 401(k) Plan and Trust
  • EIN ind #14975

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 New York →

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Gray & Son, Inc. 401(k) Profit Sharing PlanGray & Son, Inc. 401(k) Prof…$63MAdrian Steel Company 401(k) PlanAdrian Steel Company 401(k) …$63MExcelsior Orthopaedics, LLP 401(k) Profit Sharing PlanExcelsior Orthopaedics, LLP …$63MSurmodics, Inc. 401(k) Plan and TrustSurmodics, Inc. 401(k) Plan …$63MSummit Dental Consulting 401(k) Profit Sharing PlanSummit Dental Consulting 401…$63M
End-of-year total assets ($M) among Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$63M
Net Income$13M
Employer EIN161608040
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Orthopaedics LLP)

Sponsor-wide plan assets over time

All Excelsior Orthopaedics LLP plans reported in each filing year

Latest sponsor-wide plan assets
$63M 60.34773471137056% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $63M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 491 $39M
2023 1 544 $50M
2024 1 620 $63M

Nearby 401(k) Plans in New York

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

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.062984316 · Participants: 620Excelsior Orthopaedics, LLP 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Surmodics, Inc. 401(k) Plan and Trust in MN ($63M); by covered participants it is Winners Circle 401(k) Retirement Plan in NV (620 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (620 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 Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan grew sharply - up 25.0% during 2024, from $50M to $63M. Reported net income was $13M.
How have Excelsior Orthopaedics LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Orthopaedics LLP's sponsor-wide assets grew 60.3%, from $39M to $63M.
Where does Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surmodics, Inc. 401(k) Plan and Trust in MN ($63M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winners Circle 401(k) Retirement Plan in NV (620 participants, $6M 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 161608040.

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.