401(k) · DOL Form 5500 · 2024

Connecticut Orthopaedic Specialists P.C. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
627
Participants Below avg headcount
91st
Percentile by assets National rank
$183,784
Avg per participant Above avg balance/head
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Official DOL plan name: Connecticut Orthopaedic Specialists, PC 401(k) Plan · Sponsored by Connecticut Orthopaedic Specialists P.C. · Connecticut · Healthcare & Social Assistance

$115M in assets, 627 participants

Connecticut Orthopaedic Specialists P.C.'s Connecticut Orthopaedic Specialists, PC 401(k) Plan reported $115M in total assets and 627 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,633 in Healthcare & Social Assistance (16,916 peers)

Where Connecticut Orthopaedic Specialists, PC 401(k) Plan sits by assets

Connecticut Orthopaedic Specialists, PC 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 627 participants (~$183,784/participant), up 13.1% in 2024.

#15,633
in Healthcare & Social Assistance (16,916 peers)
+13.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Connecticut Orthopaedic Specialists, PC 401(k) Plan's outsized position by total assets

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs every filed plan by assets

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

$115,232,327 Top 9% higher than 91% 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

Connecticut Orthopaedic Specialists, PC 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. Connecticut Orthopaedic Specialists, PC 401(k) Plan sits mid-pack in the medium band (627 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Connecticut Orthopaedic Specialists, PC 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Connecticut Orthopaedic Specialists, PC 401(k) Plan end-of-year assets rose from $102M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Connecticut Orthopaedic Specialists, PC 401(k) Plan reported participants rose from 610 in the plan year 2023 filing to 627 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060855842 · Connecticut Orthopaedic Specialists P.C. PY 2024 · 401(k)

Connecticut Orthopaedic Specialists, PC 401(k) Plan · $115M · 627 · 91st

  • SCH $115M
  • SCH 627
  • SCH 91st
  • SCH 401(k)
  • SCH near Ziprecruiter, Inc. 401(k) Plan and Trust
  • SCH ind #15633

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 →

Connecticut Orthopaedic Specialists, PC 401(k) Plan in the asset neighbourhood

Bryce Corporation 401(k) Savings and Profit Sharing PlanBryce Corporation 401(k) Sav…$115MCvr Energy 401(k) Plan for Represented EmployeesCvr Energy 401(k) Plan for R…$115MConnecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Spec…$115MZiprecruiter, Inc. 401(k) Plan and TrustZiprecruiter, Inc. 401(k) Pl…$115MSev1tech, LLC 401(k) Plan$115M
End-of-year total assets ($M) among Connecticut Orthopaedic Specialists, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$115M
Net Income$13M
Employer EIN060855842
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Orthopaedic Specialists P.C.)

Sponsor-wide plan assets over time

All Connecticut Orthopaedic Specialists P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 39.57293723891618% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $115M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 579 $83M
2023 1 610 $102M
2024 1 627 $115M

Nearby 401(k) Plans in Connecticut

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

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Connecticut Orthopaedic Specialists, PC 401(k) Plan, Total assets ($B): 0.115232327 · Participants: 627Connecticut Orthopaedic Specialists, PC 401(k) 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
Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Orthopaedic Specialists, PC 401(k) Plan side-by-side with 3 peers →

Connecticut Orthopaedic Specialists, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ziprecruiter, Inc. 401(k) Plan and Trust in CA ($115M); by covered participants it is Drmp, Inc. 401(k) & Profit Sharing Plan in FL (627 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (627 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 Connecticut Orthopaedic Specialists, PC 401(k) Plan assets move in 2024? ▼
Connecticut Orthopaedic Specialists, PC 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $102M to $115M. Reported net income was $13M.
How have Connecticut Orthopaedic Specialists P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Orthopaedic Specialists P.C.'s sponsor-wide assets grew 39.6%, from $83M to $115M.
Where does Connecticut Orthopaedic Specialists, PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Connecticut Orthopaedic Specialists, PC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Connecticut Orthopaedic Specialists, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ziprecruiter, Inc. 401(k) Plan and Trust in CA ($115M, 1,455 participants).
Which 401(k) plans cover a similar participant headcount to Connecticut Orthopaedic Specialists, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drmp, Inc. 401(k) & Profit Sharing Plan in FL (627 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 060855842.

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.