401(k) · DOL Form 5500 · 2024

Southern Oregon Orthopedics, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
203
Participants Below avg headcount
75th
Percentile by assets National rank
$132,099
Avg per participant Near avg balance/head
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Official DOL plan name: Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan · Sponsored by Southern Oregon Orthopedics, Inc. · Oregon · Healthcare & Social Assistance

$27M in assets, 203 participants

Southern Oregon Orthopedics, Inc.'s Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,404 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan covers 203 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $27M.

#13,404
in Healthcare & Social Assistance (16,916 peers)
+19.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,816,151 Top 25% higher than 75% 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

Southern Oregon Orthopedics, Inc. 401(k) 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. Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan reported participants rose from 183 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930587572 · Southern Oregon Orthopedics, Inc. PY 2024 · 401(k)

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan · $27M · 203 · 75th

  • ASSETS $27M
  • ASSETS 203
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Becker Morgan Group, Inc. 401(k) Retirement Savings Plan
  • ASSETS ind #13404

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 Oregon →

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing PlanSouthern Oregon Orthopedics,…$27MBecker Morgan Group, Inc. 401(k) Retirement Savings PlanBecker Morgan Group, Inc. 40…$27MThe Druker Company 401(k) PlanThe Druker Company 401(k) Pl…$27MMid-Am Holdings, LLC 401(k) Profit Sharing PlanMid-Am Holdings, LLC 401(k) …$27MKositzka, Wicks and Company 401(k) Profit Sharing Plan and TrustKositzka, Wicks and Company …$27M
End-of-year total assets ($M) among Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN930587572
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Orthopedics, Inc.)

Sponsor-wide plan assets over time

All Southern Oregon Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 407.65794470399544% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $7.24M $36.8M ▲ +407.9%
Year Plans Participants Total Assets
2022 1 144 $7M
2023 2 359 $31M
2024 2 389 $37M

Nearby 401(k) Plans in Oregon

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

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.026816151 · Participants: 203Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Becker Morgan Group, Inc. 401(k) Retirement Savings Plan in MD ($27M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.9% during 2024, from $22M to $27M. Reported net income was $4M.
How have Southern Oregon Orthopedics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Orthopedics, Inc.'s sponsor-wide assets grew 407.7%, from $7M to $37M.
Where does Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becker Morgan Group, Inc. 401(k) Retirement Savings Plan in MD ($27M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 930587572.

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.