401(k) · DOL Form 5500 · 2024

Iowa Orthopaedic Center, P.C. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
336
Participants Below avg headcount
87th
Percentile by assets National rank
$205,185
Avg per participant Above avg balance/head
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Official DOL plan name: Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan · Sponsored by Iowa Orthopaedic Center, P.C. · Iowa · Healthcare & Social Assistance

$69M in assets, 336 participants

Iowa Orthopaedic Center, P.C.'s Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan reported $69M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,077 in Healthcare & Social Assistance (16,916 peers)

Where Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan sits by assets

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $69M for 336 participants (~$205,185/participant), up 12.1% in 2024.

#15,077
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,942,170 Top 13% higher than 87% 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

Iowa Orthopaedic Center, P.C. 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. Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan reported participants rose from 332 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420981845 · Iowa Orthopaedic Center, P.C. PY 2024 · 401(k)

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan · $69M · 336 · 87th

  • BOOK $69M
  • VS-ST 336
  • BOY 87th
  • SCH 401(k)
  • EBSA near Njea Supplemental Savings Plan
  • PART ind #15077

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 Iowa →

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Secur-Serv 401(k) Plan$69MNational Bank of Canada 401(k) PlanNational Bank of Canada 401(…$69MIowa Orthopaedic Center, P.C. 401(k) Profit Sharing PlanIowa Orthopaedic Center, P.C…$69MNjea Supplemental Savings PlanNjea Supplemental Savings Pl…$69MThe Carlstar Group LLC 401(k) PlanThe Carlstar Group LLC 401(k…$69M
End-of-year total assets ($M) among Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$69M
Net Income$7M
Employer EIN420981845
Plan Effective Date1972-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Orthopaedic Center, P.C.)

Sponsor-wide plan assets over time

All Iowa Orthopaedic Center, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 19.22953855331978% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.8M $68.9M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 331 $58M
2023 1 332 $62M
2024 1 336 $69M

Nearby 401(k) Plans in Iowa

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

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.06894217 · Participants: 336Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Njea Supplemental Savings Plan in NJ ($69M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 12.1% during 2024, from $62M to $69M. Reported net income was $7M.
How have Iowa Orthopaedic Center, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Orthopaedic Center, P.C.'s sponsor-wide assets grew 19.2%, from $58M to $69M.
Where does Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan ranks in the 87th 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 Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Njea Supplemental Savings Plan in NJ ($69M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 420981845.

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.