401(k) · DOL Form 5500 · 2024
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $341,731
- Avg per participant High balance/head
Official DOL plan name: Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan · Sponsored by Advanced Orthopedics of Oklahoma, PLLC · Oklahoma · Healthcare & Social Assistance
$70M in assets, 206 participants
Advanced Orthopedics of Oklahoma, PLLC's Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan reported $70M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,107 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan covers 206 participants in Oklahoma, about 27% of the average Oklahoma filer (state average ~760 per filing). Assets: $70M.
- #15,107
- in Healthcare & Social Assistance (16,916 peers)
- -0.8%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $595K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan's outsized position by total assets
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,396,679 Top 12% higher than 88% 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
Advanced Orthopedics of Oklahoma, PLLC 401(k) 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. Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to -$595K in the plan year 2024 filing.
- Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan reported participants rose from 203 in the plan year 2023 filing to 206 in the plan year 2024 filing.
- Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan end-of-year assets fell from $71M in the plan year 2023 filing to $70M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 813249663 · Advanced Orthopedics of Oklahoma, PLLC PY 2024 · 401(k)
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan · $70M · 206 · 88th
- EIN $70M
- RANK 206
- PHOTO 88th
- IND 401(k)
- EOY near Modern Forge Companies Employee Retirement Benefit Plan
- 5500 ind #15107
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 Oklahoma →
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$595K |
| Employer EIN | 813249663 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advanced Orthopedics of Oklahoma, PLLC)
Sponsor-wide plan assets over time
All Advanced Orthopedics of Oklahoma, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 9.952575404472757% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $64M |
| 2023 | 1 | 203 | $71M |
| 2024 | 1 | 206 | $70M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Modern Forge Companies Employee Retirement Benefit Plan in IN ($70M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Modern Forge Companies Employee Retirement Benefit Plan (IN) $70M · 511
- Norwood Medical Employee Savings Plan and Trust (OH) $70M · 1,200
- Spellman 401(k) Savings Plan (NY) $70M · 357
- Lor, Inc. 401(k) Plan (GA) $70M · 556
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.