401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$45M
Total assets
305
Participants
83rd
Percentile by assets
$148,365
Avg per participant
PlainRetire home → About this data

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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$45M
total plan assets (2024 EOY)
305
covered participants
83rd
percentile by assets (of 123,622 plans)
$148,365
avg assets per participant

Where Tulsa Bone and Joint Associates Retirement Plan sits 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 $2,010,000,000 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

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 →

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Tulsa Bone and Joint Associates Retirement Plan reports 305 participants - about 40% of that state average ($45M EOY assets).

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.)

$30M$35M$40M$45M$50M 202220232024 $31.7M $45.3M ▲ +42.8%
Total plan assets by year, all Tulsa Bone and Joint Associates, Inc. plans on file
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

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…Quiktrip Corporation…The Williams Investm…Oneok, Inc. 401(k) P…Bok Financial 401(k)…Devon Energy Corpora…
Tulsa Bone and Joint Associates Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tulsa Bone and Joint Associates Retirement Plan by total assets, not by location.

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).

Next read for Tulsa Bone and Joint Associates Retireme…

Filing takeaways

Ways to act on Tulsa Bone and Joint Associates Retirement Plan's numbers.