401(k) · DOL Form 5500 · 2024

Orthopedic Surgery, Inc. Dba Agility Orthopedics 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
61
Participants Small participant base
57th
Percentile by assets National rank
$176,535
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan · Sponsored by Orthopedic Surgery, Inc. Dba Agility Orthopedics · Massachusetts · Healthcare & Social Assistance

$11M in assets, 61 participants

Orthopedic Surgery, Inc. Dba Agility Orthopedics's Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,623 in Healthcare & Social Assistance (16,916 peers)

Orthopedic Surgery, Inc. Dba Agility Orthopedics multi-year trail

Orthopedic Surgery, Inc. Dba Agility Orthopedics's plans moved +29.6% in assets from 2022 to 2024; this filing shows Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan at $11M / 61 participants.

#10,623
in Healthcare & Social Assistance (16,916 peers)
+17.1%
assets growth YoY

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,768,610 Top 43% higher than 57% 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

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan reported net income rose from $890K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan reported participants fell from 63 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042455168 · Orthopedic Surgery, Inc. Dba Agility Orthopedics PY 2024 · 401(k)

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan · $11M · 61 · 57th

  • NET $11M
  • NET 61
  • NET 57th
  • NET 401(k)
  • NET near Rei Holding Company Formerly Residential Elevators, Inc. 401(k) Plan
  • NET ind #10623

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 →

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopedic Surgery, Inc. 401(k) Profit Sharing PlanOrthopedic Surgery, Inc. 401…$11MRei Holding Company Formerly Residential Elevators, Inc. 401(k) PlanRei Holding Company Formerly…$11MMicrowave Networks Incorporated 401(k) Savings PlanMicrowave Networks Incorpora…$11MEmployee 401(k) Plan$11MH.Y.B., Inc. Dba Harper's Retirement ProgramH.Y.B., Inc. Dba Harper's Re…$11M
End-of-year total assets ($M) among Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Orthopedic Surgery, Inc. Dba Agility Orthopedics multi-year asset trail

Sponsor-wide plan assets over time

All Orthopedic Surgery, Inc. Dba Agility Orthopedics plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.61629587047193% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.31M $10.8M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 79 $8M
2023 1 63 $9M
2024 1 61 $11M

Orthopedic Surgery, Inc. Dba Agility Orthopedics filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042455168
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Orthopedic Surgery, Inc. 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 ($B) Participants Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01076861 · Participants: 61Orthopedic Surgery, Inc. 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
Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Surgery, Inc. 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 Rei Holding Company Formerly Residential Elevators, Inc. 401(k) Plan in FL ($11M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $9M to $11M. Reported net income was $2M.
How have Orthopedic Surgery, Inc. Dba Agility Orthopedics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Surgery, Inc. Dba Agility Orthopedics's sponsor-wide assets grew 29.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rei Holding Company Formerly Residential Elevators, Inc. 401(k) Plan in FL ($11M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 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 042455168.

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.