401(k) · DOL Form 5500 · 2024

Tulsa Bone and Joint Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
305
Participants Below avg headcount
83rd
Percentile by assets National rank
$148,365
Avg per participant Above avg balance/head
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Official DOL plan name: Tulsa Bone and Joint Associates Retirement Plan · Sponsored by Tulsa Bone and Joint Associates, Inc. · Oklahoma · Healthcare & Social Assistance

$45M in assets, 305 participants

Tulsa Bone and Joint Associates, Inc.'s Tulsa Bone and Joint Associates Retirement Plan reported $45M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,444 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oklahoma

Tulsa Bone and Joint Associates Retirement Plan covers 305 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $45M.

#14,444
in Healthcare & Social Assistance (16,916 peers)
+15.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tulsa Bone and Joint Associates Retirement Plan's outsized position by total assets

Tulsa Bone and Joint Associates Retirement Plan vs every filed plan by assets

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

$45,251,277 Top 17% higher than 83% 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

Tulsa Bone and Joint Associates Retirement 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. Tulsa Bone and Joint Associates Retirement Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tulsa Bone and Joint Associates Retirement Plan reported participants rose from 180 in the plan year 2023 filing to 305 in the plan year 2024 filing.
  • Tulsa Bone and Joint Associates Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Tulsa Bone and Joint Associates Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731551429 · Tulsa Bone and Joint Associates, Inc. PY 2024 · 401(k)

Tulsa Bone and Joint Associates Retirement Plan · $45M · 305 · 83rd

  • PCT $45M
  • PCT 305
  • PCT 83rd
  • PCT 401(k)
  • PCT near Westfield Capital 401(k) Plan
  • PCT ind #14444

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 →

Tulsa Bone and Joint Associates Retirement Plan in the asset neighbourhood

Tulsa Bone and Joint Associates Retirement PlanTulsa Bone and Joint Associa…$45MWestfield Capital 401(k) Plan$45MThe Greenery Employee Stock Ownership and 401(k) PlanThe Greenery Employee Stock …$45MMovers Specialty Service, Inc. 401(k) Profit Sharing Plan and TrustMovers Specialty Service, In…$45MWayne Transports, Inc. 401(k) Retirement PlanWayne Transports, Inc. 401(k…$45M
End-of-year total assets ($M) among Tulsa Bone and Joint Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN731551429
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tulsa Bone and Joint Associates, Inc.)

Sponsor-wide plan assets over time

All Tulsa Bone and Joint Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 42.79937509601212% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.7M $45.3M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 183 $32M
2023 1 180 $39M
2024 1 305 $45M

Nearby 401(k) Plans in Oklahoma

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

Tulsa Bone and Joint Associates Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Tulsa Bone and Joint Associates Retirement Plan, Total assets ($B): 0.045251277 · Participants: 305Tulsa Bone and Joint Associates Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Tulsa Bone and Joint Associates Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Tulsa Bone and Joint Associates Retirement Plan side-by-side with 3 peers →

Tulsa Bone and Joint Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Westfield Capital 401(k) Plan in MA ($45M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Tulsa Bone and Joint Associates Retirement Plan assets move in 2024? ▼
Tulsa Bone and Joint Associates Retirement Plan grew sharply - up 15.3% during 2024, from $39M to $45M. Reported net income was $6M.
How have Tulsa Bone and Joint Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tulsa Bone and Joint Associates, Inc.'s sponsor-wide assets grew 42.8%, from $32M to $45M.
Where does Tulsa Bone and Joint Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Tulsa Bone and Joint Associates Retirement Plan ranks in the 83rd 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 Tulsa Bone and Joint Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westfield Capital 401(k) Plan in MA ($45M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Tulsa Bone and Joint Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (305 participants, $42M 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 731551429.

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.