401(k) · DOL Form 5500 · 2024

Orthopaedic Associates Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
142
Participants Small participant base
76th
Percentile by assets National rank
$192,150
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Orthopaedic Associates Inc. · Indiana · Healthcare & Social Assistance

$27M in assets, 142 participants

Orthopaedic Associates Inc.'s Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 142 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.

  • #13,449 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan covers 142 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $27M.

#13,449
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$27,285,283 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

Orthopaedic Associates, Inc. 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. Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 130 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351159676 · Orthopaedic Associates Inc. PY 2024 · 401(k)

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan · $27M · 142 · 76th

  • EIN $27M
  • EIN 142
  • EIN 76th
  • EIN 401(k)
  • EIN near The Benecon Group, LLC 401(k) Profit Sharing Plan
  • EIN ind #13449

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 Indiana →

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopaedic Associates, Inc. 401(k) Profit Sharing PlanOrthopaedic Associates, Inc.…$27MGame Creek Video 401(k) Plan$27MThe Benecon Group, LLC 401(k) Profit Sharing PlanThe Benecon Group, LLC 401(k…$27MMountain Cascade, Inc. Profit Sharing/401(k) PlanMountain Cascade, Inc. Profi…$27MGrimm & Parker 401(k) and Profit Sharing PlanGrimm & Parker 401(k) and Pr…$27M
End-of-year total assets ($M) among Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN351159676
Plan Effective Date1969-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates Inc.)

Sponsor-wide plan assets over time

All Orthopaedic Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.90642978983712% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $27.3M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 126 $19M
2023 1 130 $23M
2024 1 142 $27M

Nearby 401(k) Plans in Indiana

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

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027285283 · Participants: 142Orthopaedic Associates, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Benecon Group, LLC 401(k) Profit Sharing Plan in PA ($27M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.2% during 2024, from $23M to $27M. Reported net income was $4M.
How have Orthopaedic Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates Inc.'s sponsor-wide assets grew 41.9%, from $19M to $27M.
Where does Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates, Inc. 401(k) 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 Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Benecon Group, LLC 401(k) Profit Sharing Plan in PA ($27M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 351159676.

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.