401(k) · DOL Form 5500 · 2024

Englewood Orthopedic Associates 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
64
Participants Small participant base
66th
Percentile by assets National rank
$257,595
Avg per participant Above avg balance/head
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Official DOL plan name: Englewood Orthopedic Associates 401(k) Plan and Trust · Sponsored by Englewood Orthopedic Associates · New Jersey · Healthcare & Social Assistance

$16M in assets, 64 participants

Englewood Orthopedic Associates's Englewood Orthopedic Associates 401(k) Plan and Trust reported $16M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,073 in Healthcare & Social Assistance (16,916 peers)

Englewood Orthopedic Associates multi-year trail

Englewood Orthopedic Associates's plans moved +23.2% in assets from 2022 to 2024; this filing shows Englewood Orthopedic Associates 401(k) Plan and Trust at $16M / 64 participants.

#12,073
in Healthcare & Social Assistance (16,916 peers)
+20.2%
assets growth YoY

Englewood Orthopedic Associates 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Englewood Orthopedic Associates 401(k) Plan and Trust vs every filed plan by assets

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

$16,486,100 Top 34% higher than 66% 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

Englewood Orthopedic Associates 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Englewood Orthopedic Associates 401(k) Plan and Trust is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Englewood Orthopedic Associates 401(k) Plan and Trust reported net income rose from $340K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Englewood Orthopedic Associates 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Englewood Orthopedic Associates 401(k) Plan and Trust reported participants rose from 63 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223721207 · Englewood Orthopedic Associates PY 2024 · 401(k)

Englewood Orthopedic Associates 401(k) Plan and Trust · $16M · 64 · 66th

  • PART $16M
  • TYPE 64
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Kris-Tech Wire Co., Inc. 401(k) Plan
  • BOY ind #12073

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 New Jersey →

Englewood Orthopedic Associates 401(k) Plan and Trust in the asset neighbourhood

Englewood Orthopedic Associates 401(k) Plan and TrustEnglewood Orthopedic Associa…$16MKris-Tech Wire Co., Inc. 401(k) PlanKris-Tech Wire Co., Inc. 401…$16MPathology Services of Springfield, P.C. 401(k) Profit Sharing PlanPathology Services of Spring…$16MDayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and TrustDayton-Phoenix Group, Inc. H…$16MMgp Holdings III 401(k) Plan$16M
End-of-year total assets ($M) among Englewood Orthopedic Associates 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Englewood Orthopedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Englewood Orthopedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.208900522308102% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16.5M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 55 $13M
2023 1 63 $14M
2024 1 64 $16M

Englewood Orthopedic Associates filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN223721207
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Englewood Orthopedic Associates 401(k) Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Englewood Orthopedic Associates 401(k) Plan and Trust, Total assets ($B): 0.0164861 · Participants: 64Englewood Orthopedic Associates 401(k) Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Englewood Orthopedic Associates 401(k) Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Englewood Orthopedic Associates 401(k) Plan and Trust side-by-side with 3 peers →

Englewood Orthopedic Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kris-Tech Wire Co., Inc. 401(k) Plan in NY ($16M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Englewood Orthopedic Associates 401(k) Plan and Trust assets move in 2024? ▼
Englewood Orthopedic Associates 401(k) Plan and Trust grew sharply - up 20.2% during 2024, from $14M to $16M. Reported net income was $3M.
How have Englewood Orthopedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englewood Orthopedic Associates's sponsor-wide assets grew 23.2%, from $13M to $16M.
Which 401(k) plans are similar in size to Englewood Orthopedic Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kris-Tech Wire Co., Inc. 401(k) Plan in NY ($16M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Englewood Orthopedic Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 223721207.

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.