401(k) · DOL Form 5500 · 2024

Orthopaedic Associates of Allentown 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
164
Participants Small participant base
81st
Percentile by assets National rank
$238,165
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan · Sponsored by Orthopaedic Associates of Allentown · Pennsylvania · Healthcare & Social Assistance

$39M in assets, 164 participants

Orthopaedic Associates of Allentown's Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan reported $39M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,178 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan covers 164 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#14,178
in Healthcare & Social Assistance (16,916 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan's outsized position by total assets

Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan vs every filed plan by assets

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

$39,059,136 Top 19% higher than 81% 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 of Allentown Profit Sharing 401(k) 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 of Allentown Profit Sharing 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 164 in the plan year 2024 filing.
  • Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231857130 · Orthopaedic Associates of Allentown PY 2024 · 401(k)

Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan · $39M · 164 · 81st

  • NET $39M
  • BOOK 164
  • VS-ST 81st
  • BOY 401(k)
  • SCH near The Mohawk Fine Papers Inc. Defined Contribution Savings Plan
  • EBSA ind #14178

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 Pennsylvania →

Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan in the asset neighbourhood

West Tennessee Bone & Joint Clinic, P.C. Profit Sharing PlanWest Tennessee Bone & Joint …$39MOrthopaedic Associates of Allentown Profit Sharing 401(k) PlanOrthopaedic Associates of Al…$39MThe Mohawk Fine Papers Inc. Defined Contribution Savings PlanThe Mohawk Fine Papers Inc. …$39MDonovan Marine, Inc. Retirement and Profit Sharing PlanDonovan Marine, Inc. Retirem…$39MRoland Berger LP 401(k) Savings PlanRoland Berger LP 401(k) Savi…$39M
End-of-year total assets ($M) among Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN231857130
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates of Allentown)

Sponsor-wide plan assets over time

All Orthopaedic Associates of Allentown plans reported in each filing year

Latest sponsor-wide plan assets
$39M 30.201468729055552% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30M $39.1M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 142 $30M
2023 1 143 $36M
2024 1 164 $39M

Nearby 401(k) Plans in Pennsylvania

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

Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan, Total assets ($B): 0.039059136 · Participants: 164Orthopaedic Associates of Allentown Profit Sharing 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is The Mohawk Fine Papers Inc. Defined Contribution Savings Plan in NY ($39M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 of Allentown Profit Sharing 401(k) Plan assets move in 2024? ▼
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $36M to $39M. Reported net income was $3M.
How have Orthopaedic Associates of Allentown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Allentown's sponsor-wide assets grew 30.2%, from $30M to $39M.
Where does Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan ranks in the 81st 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 of Allentown Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mohawk Fine Papers Inc. Defined Contribution Savings Plan in NY ($39M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 231857130.

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.