401(k) · DOL Form 5500 · 2024

Peninsula Orthopaedic Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
118
Participants Small participant base
70th
Percentile by assets National rank
$167,110
Avg per participant Above avg balance/head
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Official DOL plan name: Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan · Sponsored by Peninsula Orthopaedic Associates, P.a. · Maryland · Healthcare & Social Assistance

$20M in assets, 118 participants

Peninsula Orthopaedic Associates, P.a.'s Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan reported $20M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,602 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maryland

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan covers 118 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $20M.

#12,602
in Healthcare & Social Assistance (16,916 peers)
+17.8%
assets growth YoY

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan's outsized position by total assets

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan vs every filed plan by assets

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

$19,718,927 Top 30% higher than 70% 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

Peninsula Orthopaedic Associates, P.a. 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. Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan reported participants rose from 104 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520910711 · Peninsula Orthopaedic Associates, P.a. PY 2024 · 401(k)

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan · $20M · 118 · 70th

  • SCH $20M
  • SCH 118
  • SCH 70th
  • SCH 401(k)
  • SCH near Siegel Brill PA 401(k) Profit Sharing Plan & Trust
  • SCH ind #12602

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 Maryland →

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan in the asset neighbourhood

Peninsula Orthopaedic Associates, P.a. Profit Sharing PlanPeninsula Orthopaedic Associ…$20MSiegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$20MMarion County State Bank Employee Stock Ownership and Savings PlanMarion County State Bank Emp…$20MCopeland, Stair, Valz & Lovell, LLP 401(k) PlanCopeland, Stair, Valz & Love…$20MPace Southeast Michigan 401(k) PlanPace Southeast Michigan 401(…$20M
End-of-year total assets ($M) among Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN520910711
Plan Effective Date1971-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Orthopaedic Associates, P.a.)

Sponsor-wide plan assets over time

All Peninsula Orthopaedic Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 30.224584912964698% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $19.7M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 112 $15M
2023 1 104 $17M
2024 1 118 $20M

Nearby 401(k) Plans in Maryland

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

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan, Total assets ($B): 0.019718927 · Participants: 118Peninsula Orthopaedic Associates, P.a. Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan side-by-side with 3 peers →

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Siegel Brill PA 401(k) Profit Sharing Plan & Trust in MN ($20M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan assets move in 2024? ▼
Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan grew sharply - up 17.8% during 2024, from $17M to $20M. Reported net income was $3M.
How have Peninsula Orthopaedic Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Orthopaedic Associates, P.a.'s sponsor-wide assets grew 30.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Siegel Brill PA 401(k) Profit Sharing Plan & Trust in MN ($20M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 520910711.

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.