401(k) · DOL Form 5500 · 2024
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 112
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $330,588
- Avg per participant High balance/head
Official DOL plan name: Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan · Sponsored by Tri-State Orthopaedics and Sports Medicine Inc. · Pennsylvania · Healthcare & Social Assistance
$37M in assets, 112 participants
Tri-State Orthopaedics and Sports Medicine Inc.'s Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 112 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.
- #14,072 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $37M.
- #14,072
- in Healthcare & Social Assistance (16,916 peers)
- +17.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,025,818 Top 20% higher than 80% 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
Tri-State Orthopaedics and Sports Medicine 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. Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
DOL schedule card
Filing strip 251356849 · Tri-State Orthopaedics and Sports Medicine Inc. PY 2024 · 401(k)
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan · $37M · 112 · 80th
- PHOTO $37M
- PHOTO 112
- PHOTO 80th
- PHOTO 401(k)
- PHOTO near Holtzman Oil Corp. 401(k) Profit Sharing Plan
- PHOTO ind #14072
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 Pennsylvania →
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 251356849 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-State Orthopaedics and Sports Medicine Inc.)
Sponsor-wide plan assets over time
All Tri-State Orthopaedics and Sports Medicine Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 22.138969799930727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $30M |
| 2023 | 1 | 111 | $31M |
| 2024 | 1 | 112 | $37M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Holtzman Oil Corp. 401(k) Profit Sharing Plan in VA ($37M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Holtzman Oil Corp. 401(k) Profit Sharing Plan (VA) $37M · 362
- Premier Automotive Retirement Plan (LA) $37M · 1,848
- Gerald Auto Group 401(k) Plan & Trust (IL) $37M · 684
- Neal Communities 401(k) Plan (FL) $37M · 310
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Wiseway LLC 401(k) Profit Sharing Plan (KY) 112 · 0 off
- Ellicott Dredge Group Plan (WI) 112 · 0 off
- Cascade Auto Center 401(k) Plan (WA) 112 · 0 off
- Washman LLC 401(k) Plan (OR) 112 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.