401(k) · DOL Form 5500 · 2024

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 79
Participants Small participant base: 73rd
Percentile by assets National rank: $290,702
Avg per participant High balance/head

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Official DOL plan name: Palm Beach Orthopaedic Institute, P.a. 401(k) Plan · Sponsored by Palm Beach Orthopaedic Institute, P.a. · Florida · Healthcare & Social Assistance

$23M in assets, 79 participants

Palm Beach Orthopaedic Institute, P.a.'s Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported $23M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#13,024 in Healthcare & Social Assistance (16,916 peers)

Palm Beach Orthopaedic Institute, P.a. multi-year trail

Palm Beach Orthopaedic Institute, P.a.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows Palm Beach Orthopaedic Institute, P.a. 401(k) Plan at $23M / 79 participants.

#13,024
in Healthcare & Social Assistance (16,916 peers): +9.5%
assets growth YoY

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan's outsized position by total assets

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs every filed plan by assets

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

$22,965,484 Top 27% higher than 73% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palm Beach Orthopaedic Institute, P.a. 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported participants rose from 74 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650327403 · Palm Beach Orthopaedic Institute, P.a. PY 2024 · 401(k)

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan · $23M · 79 · 73rd

5500 $23M
ASSETS 79
PCT 73rd
EIN 401(k)
RANK near Summit Advisor Services LLC Employee 401(k) Plan
PHOTO ind #13024

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 Florida →

End-of-year total assets ($M) among Palm Beach Orthopaedic Institute, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Palm Beach Orthopaedic Institute, P.a. multi-year asset trail

Latest sponsor-wide plan assets: $23M 33.850290163128975% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$17M
2023	1	74	$21M
2024	1	79	$23M

Palm Beach Orthopaedic Institute, P.a. filing trail (2024)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$23M
Net Income	$2M
Employer EIN	650327403
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Palm Beach Orthopaedic Institute, P.a. 401(k) Plan side-by-side with 3 peers →

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Summit Advisor Services LLC Employee 401(k) Plan in NJ ($23M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Summit Advisor Services LLC Employee 401(k) Plan (NJ) $23M · 190
Tetracore, Inc. 401(k) Plan (MD) $23M · 117
Center City Video, Inc. & Ecity Interactive, Inc. Jt 401(k) P/S Plan (PA) $23M · 87
Rjn Group, Inc. 401(k) Plan (IL) $23M · 177

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

Cvca 401(k)Plan (VA) 79 · 0 off
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off

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 Palm Beach Orthopaedic Institute, P.a. 401(k) Plan assets move in 2024? ▼

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $21M to $23M. Reported net income was $2M.

How have Palm Beach Orthopaedic Institute, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Palm Beach Orthopaedic Institute, P.a.'s sponsor-wide assets grew 33.9%, from $17M to $23M.

Which 401(k) plans are similar in size to Palm Beach Orthopaedic Institute, P.a. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Summit Advisor Services LLC Employee 401(k) Plan in NJ ($23M, 190 participants).

Which 401(k) plans cover a similar participant headcount to Palm Beach Orthopaedic Institute, P.a. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 650327403.