401(k) · DOL Form 5500 · 2024

Excel Orthopaedic Specialists 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
107
Participants Small participant base
76th
Percentile by assets National rank
$263,902
Avg per participant High balance/head
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Official DOL plan name: Excel Orthopaedic Specialists 401(k) Profit Sharing Plan · Sponsored by Excel Orthopaedic Specialists · Massachusetts · Healthcare & Social Assistance

$28M in assets, 107 participants

Excel Orthopaedic Specialists's Excel Orthopaedic Specialists 401(k) Profit Sharing Plan reported $28M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,518 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.

#13,518
in Healthcare & Social Assistance (16,916 peers)
+22.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan's outsized position by total assets

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,237,466 Top 24% higher than 76% 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

Excel Orthopaedic Specialists 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. Excel Orthopaedic Specialists 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Orthopaedic Specialists 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Excel Orthopaedic Specialists 401(k) Profit Sharing Plan reported participants rose from 92 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Excel Orthopaedic Specialists 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042746756 · Excel Orthopaedic Specialists PY 2024 · 401(k)

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan · $28M · 107 · 76th

  • 5500 $28M
  • 5500 107
  • 5500 76th
  • 5500 401(k)
  • 5500 near Axcelus Financial 401(k) Plan
  • 5500 ind #13518

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 Massachusetts →

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan in the asset neighbourhood

Excel Orthopaedic Specialists 401(k) Profit Sharing PlanExcel Orthopaedic Specialist…$28MAxcelus Financial 401(k) Plan$28MBoulder Scientific Company 401(k) Savings & Retirement PlanBoulder Scientific Company 4…$28MSilver Star Brands 401(k) PlanSilver Star Brands 401(k) Pl…$28MDB Consulting Group, Inc. 401(k) PlanDB Consulting Group, Inc. 40…$28M
End-of-year total assets ($M) among Excel Orthopaedic Specialists 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN042746756
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Orthopaedic Specialists)

Sponsor-wide plan assets over time

All Excel Orthopaedic Specialists plans reported in each filing year

Latest sponsor-wide plan assets
$36M 58.227662769679554% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.6M $35.8M ▲ +58.3%
Year Plans Participants Total Assets
2022 2 196 $23M
2023 2 184 $29M
2024 2 213 $36M

Nearby 401(k) Plans in Massachusetts

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

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Excel Orthopaedic Specialists 401(k) Profit Sharing Plan, Total assets ($B): 0.028237466 · Participants: 107Excel Orthopaedic Specialists 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Excel Orthopaedic Specialists 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Excel Orthopaedic Specialists 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Axcelus Financial 401(k) Plan in PA ($28M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Excel Orthopaedic Specialists 401(k) Profit Sharing Plan assets move in 2024? ▼
Excel Orthopaedic Specialists 401(k) Profit Sharing Plan grew sharply - up 22.4% during 2024, from $23M to $28M. Reported net income was $5M.
How have Excel Orthopaedic Specialists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Orthopaedic Specialists's sponsor-wide assets grew 58.2%, from $23M to $36M.
Where does Excel Orthopaedic Specialists 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excel Orthopaedic Specialists 401(k) Profit Sharing Plan ranks in the 76th 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 Excel Orthopaedic Specialists 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axcelus Financial 401(k) Plan in PA ($28M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Excel Orthopaedic Specialists 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 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 042746756.

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.