401(k) · DOL Form 5500 · 2024

Mendelson Orthopedics, P.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
265
Participants Below avg headcount
76th
Percentile by assets National rank
$103,362
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shp / Mko 401(k) and Profit Sharing Plan · Sponsored by Mendelson Orthopedics, P.C. · Michigan · Healthcare & Social Assistance

$27M in assets, 265 participants

Mendelson Orthopedics, P.C.'s Shp / Mko 401(k) and Profit Sharing Plan reported $27M in total assets and 265 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.

  • #13,459 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

Shp / Mko 401(k) and Profit Sharing Plan covers 265 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $27M.

#13,459
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shp / Mko 401(k) and Profit Sharing Plan's outsized position by total assets

Shp / Mko 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$27,390,859 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

Shp / Mko 401(k) and 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. Shp / Mko 401(k) and Profit Sharing Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shp / Mko 401(k) and Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shp / Mko 401(k) and Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Shp / Mko 401(k) and Profit Sharing Plan reported participants fell from 285 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200180191 · Mendelson Orthopedics, P.C. PY 2024 · 401(k)

Shp / Mko 401(k) and Profit Sharing Plan · $27M · 265 · 76th

  • PCT $27M
  • PCT 265
  • PCT 76th
  • PCT 401(k)
  • PCT near Ds Containers, Inc. 401(k) Profit Sharing Plan
  • PCT ind #13459

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 Michigan →

Shp / Mko 401(k) and Profit Sharing Plan in the asset neighbourhood

Shp / Mko 401(k) and Profit Sharing PlanShp / Mko 401(k) and Profit …$27MDs Containers, Inc. 401(k) Profit Sharing PlanDs Containers, Inc. 401(k) P…$27MHenderson & Walton Womens Center, P.C. 401(k) Profit Sharing PlanHenderson & Walton Womens Ce…$27MThe Corporation of Fine Arts Museums 401(k) PlanThe Corporation of Fine Arts…$27MCameron Mitchell Restaurants, LLC 401(k) PlanCameron Mitchell Restaurants…$27M
End-of-year total assets ($M) among Shp / Mko 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN200180191
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendelson Orthopedics, P.C.)

Sponsor-wide plan assets over time

All Mendelson Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.78813613718905% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $27.4M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 265 $19M
2023 1 285 $24M
2024 1 265 $27M

Nearby 401(k) Plans in Michigan

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

Shp / Mko 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Shp / Mko 401(k) and Profit Sharing Plan, Total assets ($B): 0.027390859 · Participants: 265Shp / Mko 401(k) and Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Shp / Mko 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Shp / Mko 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Shp / Mko 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Ds Containers, Inc. 401(k) Profit Sharing Plan in IL ($27M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Shp / Mko 401(k) and Profit Sharing Plan assets move in 2024? ▼
Shp / Mko 401(k) and Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $24M to $27M. Reported net income was $3M.
How have Mendelson Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendelson Orthopedics, P.C.'s sponsor-wide assets grew 41.8%, from $19M to $27M.
Where does Shp / Mko 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shp / Mko 401(k) and 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 Shp / Mko 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ds Containers, Inc. 401(k) Profit Sharing Plan in IL ($27M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Shp / Mko 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 200180191.

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.