401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$37M
Total assets Below avg plan size
156
Participants Small participant base
80th
Percentile by assets National rank
$235,263
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Specialty Group, P. C. 401(k) Pension Plan · Sponsored by Orthopaedic Specialty Group, P.C. · Connecticut · Healthcare & Social Assistance

$37M in assets, 156 participants

Orthopaedic Specialty Group, P.C.'s Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported $37M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,057 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan covers 156 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $37M.

#14,057
in Healthcare & Social Assistance (16,916 peers)
+10.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan's outsized position by total assets

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs every filed plan by assets

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

$36,700,957 Top 20% higher than 80% 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 Specialty Group, P. C. 401(k) Pension 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 Specialty Group, P. C. 401(k) Pension Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported participants fell from 176 in the plan year 2023 filing to 156 in the plan year 2024 filing.
  • Orthopaedic Specialty Group, P. C. 401(k) Pension Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061455612 · Orthopaedic Specialty Group, P.C. PY 2024 · 401(k)

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan · $37M · 156 · 80th

  • IND $37M
  • EOY 156
  • 5500 80th
  • ASSETS 401(k)
  • PCT near First Community Bank 401(k) Plan
  • EIN ind #14057

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 Connecticut →

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan in the asset neighbourhood

Orthopaedic Specialty Group, P. C. 401(k) Pension PlanOrthopaedic Specialty Group,…$37MFirst Community Bank 401(k) PlanFirst Community Bank 401(k) …$37MIntegrichain, Inc. 401(k) PlanIntegrichain, Inc. 401(k) Pl…$37MBelmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$37MLa Semi 401(k) Plan$37M
End-of-year total assets ($M) among Orthopaedic Specialty Group, P. C. 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN061455612
Plan Effective Date1984-01-25
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 18.268146404284508% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31M $36.7M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 174 $31M
2023 1 176 $33M
2024 1 156 $37M

Nearby 401(k) Plans in Connecticut

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

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orthopaedic Specialty Group, P. C. 401(k) Pension Plan, Total assets ($B): 0.036700957 · Participants: 156Orthopaedic Specialty Group, P. C. 401(k) Pension PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Orthopaedic Specialty Group, P. C. 401(k) Pension Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is First Community Bank 401(k) Plan in SC ($37M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Specialty Group, P. C. 401(k) Pension Plan assets move in 2024? ▼
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan grew at a solid clip - up 10.3% during 2024, from $33M to $37M. Reported net income was $3M.
How have Orthopaedic Specialty Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialty Group, P.C.'s sponsor-wide assets grew 18.3%, from $31M to $37M.
Where does Orthopaedic Specialty Group, P. C. 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan ranks in the 80th 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 Specialty Group, P. C. 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Community Bank 401(k) Plan in SC ($37M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialty Group, P. C. 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 061455612.

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.