401(k) · DOL Form 5500 · 2024

Ortho Sport and Spine Physicians 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
352
Participants Below avg headcount
53rd
Percentile by assets National rank
$24,534
Avg per participant Low balance/head
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Official DOL plan name: Eso Management LLC 401(k) Plan · Sponsored by Ortho Sport and Spine Physicians · Georgia · Healthcare & Social Assistance

$9M in assets, 352 participants

Ortho Sport and Spine Physicians's Eso Management LLC 401(k) Plan reported $9M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,782 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Eso Management LLC 401(k) Plan covers 352 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#9,782
in Healthcare & Social Assistance (16,916 peers)
+72.9%
assets growth YoY

Eso Management LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Eso Management LLC 401(k) Plan vs every filed plan by assets

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

$8,636,021 Top 47% higher than 53% 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

Eso Management LLC 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. Eso Management LLC 401(k) Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eso Management LLC 401(k) Plan reported participants rose from 190 in the plan year 2023 filing to 352 in the plan year 2024 filing.
  • Eso Management LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Eso Management LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464698144 · Ortho Sport and Spine Physicians PY 2024 · 401(k)

Eso Management LLC 401(k) Plan · $9M · 352 · 53rd

  • BOOK $9M
  • BOOK 352
  • BOOK 53rd
  • BOOK 401(k)
  • BOOK near Long Wave, Inc. 401(k) Plan
  • BOOK ind #9782

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 Georgia →

Eso Management LLC 401(k) Plan in the asset neighbourhood

Eso Management LLC 401(k) PlanEso Management LLC 401(k) Pl…$9MLong Wave, Inc. 401(k) Plan$9MO & K American Corp. 401(k) Savings & Investment PlanO & K American Corp. 401(k) …$9MTender Corporation 401(k) Profit Sharing PlanTender Corporation 401(k) Pr…$9MTexas Country Bancshares, Inc. 401(k) Employee Stock Ownership PlanTexas Country Bancshares, In…$9M
End-of-year total assets ($M) among Eso Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$4M
Employer EIN464698144
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Sport and Spine Physicians)

Sponsor-wide plan assets over time

All Ortho Sport and Spine Physicians plans reported in each filing year

Latest sponsor-wide plan assets
$9M 359.55959865793596% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $1.88M $8.64M ▲ +359.6%
Year Plans Participants Total Assets
2022 1 208 $2M
2023 1 190 $5M
2024 1 352 $9M

Nearby 401(k) Plans in Georgia

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

Eso Management LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Eso Management LLC 401(k) Plan, Total assets ($B): 0.008636021 · Participants: 352Eso Management LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Eso Management LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Eso Management LLC 401(k) Plan side-by-side with 3 peers →

Eso Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Long Wave, Inc. 401(k) Plan in OK ($9M); by covered participants it is Ritchey Management II, LLC 401(k) Plan in TN (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Eso Management LLC 401(k) Plan assets move in 2024? ▼
Eso Management LLC 401(k) Plan surged - up 72.9% during 2024, from $5M to $9M. Reported net income was $4M.
How have Ortho Sport and Spine Physicians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Sport and Spine Physicians's sponsor-wide assets grew 359.6%, from $2M to $9M.
Which 401(k) plans are similar in size to Eso Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Long Wave, Inc. 401(k) Plan in OK ($9M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Eso Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ritchey Management II, LLC 401(k) Plan in TN (352 participants, $14M 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 464698144.

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.