401(k) · DOL Form 5500 · 2024
Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $205,383
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan · Sponsored by Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$61M in assets, 296 participants
Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania's Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported $61M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,924 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan covers 296 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $61M.
- #14,924
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan's outsized position by total assets
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,793,413 Top 14% higher than 86% 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
Orthopedic Institute of Pennsylvania 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. Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported participants rose from 238 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231875547 · Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania PY 2024 · 401(k)
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan · $61M · 296 · 86th
- 5500 $61M
- 5500 296
- 5500 86th
- 5500 401(k)
- 5500 near Hughston Healthcare 401(k) Plan
- 5500 ind #14924
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 Pennsylvania →
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $8M |
| Employer EIN | 231875547 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania)
Sponsor-wide plan assets over time
All Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 34.0061043749093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $45M |
| 2023 | 1 | 238 | $53M |
| 2024 | 1 | 296 | $61M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Hughston Healthcare 401(k) Plan in GA ($61M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Hughston Healthcare 401(k) Plan (GA) $61M · 1,026
- Overdrive, Inc. 401(k) Retirement Plan (OH) $61M · 542
- Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust (FL) $61M · 139
- Sunroad Enterprises Employees' 401(k) Plan (CA) $61M · 1,170
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Bonhams & Butterfields 401(k) Plan (NY) 296 · 0 off
- Outdoor Network 401(k) Plan (FL) 296 · 0 off
- Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan (GA) 296 · 0 off
- Omega Morgan Holdings Inc. 401(k) Savings Plan (OR) 296 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.