401(k) · DOL Form 5500 · 2024

The Orthopaedic Group, P.C. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
205
Participants Below avg headcount
84th
Percentile by assets National rank
$232,669
Avg per participant Above avg balance/head
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Official DOL plan name: The Orthopaedic Group, P.C. Profit Sharing Plan · Sponsored by The Orthopaedic Group, P.C. · Alabama · Healthcare & Social Assistance

$48M in assets, 205 participants

The Orthopaedic Group, P.C.'s The Orthopaedic Group, P.C. Profit Sharing Plan reported $48M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,535 in Healthcare & Social Assistance (16,916 peers)

Where The Orthopaedic Group, P.C. Profit Sharing Plan sits by assets

The Orthopaedic Group, P.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 205 participants (~$232,669/participant), up 1.9% in 2024.

#14,535
in Healthcare & Social Assistance (16,916 peers)
+1.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Orthopaedic Group, P.C. Profit Sharing Plan's outsized position by total assets

The Orthopaedic Group, P.C. Profit Sharing Plan vs every filed plan by assets

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

$47,697,205 Top 16% higher than 84% 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

The Orthopaedic Group, P.C. 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. The Orthopaedic Group, P.C. Profit Sharing Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Orthopaedic Group, P.C. Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $878K in the plan year 2024 filing.
  • The Orthopaedic Group, P.C. Profit Sharing Plan end-of-year assets rose from $47M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631187140 · The Orthopaedic Group, P.C. PY 2024 · 401(k)

The Orthopaedic Group, P.C. Profit Sharing Plan · $48M · 205 · 84th

  • BOY $48M
  • BOY 205
  • BOY 84th
  • BOY 401(k)
  • BOY near Plumbers & Pipefitters Local 160 Retirement Plan
  • BOY ind #14535

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 Alabama →

The Orthopaedic Group, P.C. Profit Sharing Plan in the asset neighbourhood

The Orthopaedic Group, P.C. Profit Sharing PlanThe Orthopaedic Group, P.C. …$48MPlumbers & Pipefitters Local 160 Retirement PlanPlumbers & Pipefitters Local…$48MSbera 401(k) Plan as Adopted by Newburyport Five Cents Savings BankSbera 401(k) Plan as Adopted…$48MThe Ridgeview Industries Retirement Savings PlanThe Ridgeview Industries Ret…$48MSelig Enterprises, Inc. Savings & Profit Sharing PlanSelig Enterprises, Inc. Savi…$48M
End-of-year total assets ($M) among The Orthopaedic Group, P.C. 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)$47M
Net Assets (End of Year)$48M
Net Income$878K
Employer EIN631187140
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Orthopaedic Group, P.C.)

Sponsor-wide plan assets over time

All The Orthopaedic Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.337907723999926% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.8M $66.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 400 $55M
2023 2 410 $64M
2024 2 411 $66M

Nearby 401(k) Plans in Alabama

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

The Orthopaedic Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants The Orthopaedic Group, P.C. Profit Sharing Plan, Total assets ($B): 0.047697205 · Participants: 205The Orthopaedic Group, P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Orthopaedic Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Orthopaedic Group, P.C. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Plumbers & Pipefitters Local 160 Retirement Plan in IL ($48M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 The Orthopaedic Group, P.C. Profit Sharing Plan assets move in 2024? ▼
The Orthopaedic Group, P.C. Profit Sharing Plan edged up modestly - up 1.9% during 2024, from $47M to $48M. Reported net income was $878K.
How have The Orthopaedic Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopaedic Group, P.C.'s sponsor-wide assets grew 21.3%, from $55M to $66M.
Where does The Orthopaedic Group, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Orthopaedic Group, P.C. Profit Sharing Plan ranks in the 84th 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 The Orthopaedic Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers & Pipefitters Local 160 Retirement Plan in IL ($48M, 174 participants).
Which 401(k) plans cover a similar participant headcount to The Orthopaedic Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants, N/A 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 631187140.

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.