401(k) · DOL Form 5500 · 2024

Excelsior Orthopaedics LLP 401(k) Plan

Data updated 2026-08-11

$63M
Total assets: 620
Participants: 87th
Percentile by assets: $101,588
Avg per participant

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.

87th percentile by assets (of 123,622 plans)
#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.

$63M
total plan assets (2024 EOY): 620
covered participants: 87th
percentile by assets (of 123,622 plans): $101,588
avg assets per participant

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

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 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 →

State

New York

Industry

Healthcare & Social Assistance

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$63M
Net Income	$13M
Employer EIN	161608040
Plan Effective Date	1988-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Excelsior Orthopaedics LLP)

Total plan assets by year, all Excelsior Orthopaedics LLP plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Excelsior Orthopaedics, LLP 401(k) Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan by total assets, not by location.

Surmodics, Inc. 401(k) Plan and Trust (MN) $63M · 278
Summit Dental Consulting 401(k) Profit Sharing Plan (WI) $63M · 524
Adrian Steel Company 401(k) Plan (MI) $63M · 730
Gray & Son, Inc. 401(k) Profit Sharing Plan (MD) $63M · 354

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).

Next read for Excelsior Orthopaedics, LLP 401(k) Profi…

Scale reading

Ways to act on Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's numbers.

By total assets, Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Excelsior Orthopaedics LLP's sponsor-wide assets have grown 60.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.