401(k) · DOL Form 5500 · 2024

Ortho Benefits Corp 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
184
Participants Below avg headcount
62nd
Percentile by assets National rank
$71,561
Avg per participant Below avg balance/head
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Official DOL plan name: Physicians 401(k) Solutions · Sponsored by Ortho Benefits Corp · Florida · Other Services

$13M in assets, 184 participants

Ortho Benefits Corp's Physicians 401(k) Solutions reported $13M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,057 in Other Services (7,719 peers)

Coverage in Florida

Physicians 401(k) Solutions covers 184 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#6,057
in Other Services (7,719 peers)
+13.2%
assets growth YoY

Physicians 401(k) Solutions's mid-pack asset rank among Other Services and all filers

Physicians 401(k) Solutions vs every filed plan by assets

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

$13,167,215 Top 38% higher than 62% 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

Physicians 401(k) Solutions 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. Physicians 401(k) Solutions sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Physicians 401(k) Solutions reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Physicians 401(k) Solutions reported participants fell from 242 in the plan year 2023 filing to 184 in the plan year 2024 filing.
  • Physicians 401(k) Solutions end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471797746 · Ortho Benefits Corp PY 2024 · 401(k)

Physicians 401(k) Solutions · $13M · 184 · 62nd

  • 5500 $13M
  • 5500 184
  • 5500 62nd
  • 5500 401(k)
  • 5500 near A-V Services, Incorporated 401(k) Profit Sharing Plan
  • 5500 ind #6057

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 Other Services retirement plans → · Plans in Florida →

Physicians 401(k) Solutions in the asset neighbourhood

Physicians 401(k) Solutions$13MA-V Services, Incorporated 401(k) Profit Sharing PlanA-V Services, Incorporated 4…$13MDouglass Colony Group, Inc. 401(k) PlanDouglass Colony Group, Inc. …$13MUhlmann Holding Company 401(k) PlanUhlmann Holding Company 401(…$13MAlliance Materials, Inc. 401(k) and Profit Sharing PlanAlliance Materials, Inc. 401…$13M
End-of-year total assets ($M) among Physicians 401(k) Solutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN471797746
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Benefits Corp)

Sponsor-wide plan assets over time

All Ortho Benefits Corp plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.375211673707696% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.3M $42.6M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 329 $37M
2023 2 535 $41M
2024 2 416 $43M

Nearby 401(k) Plans in Florida

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

Physicians 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Physicians 401(k) Solutions, Total assets ($B): 0.013167215 · Participants: 184Physicians 401(k) SolutionsL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Physicians 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Physicians 401(k) Solutions side-by-side with 3 peers →

Physicians 401(k) Solutions's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is A-V Services, Incorporated 401(k) Profit Sharing Plan in NJ ($13M); by covered participants it is Tusimple 401(k) Plan in CA (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Physicians 401(k) Solutions assets move in 2024? ▼
Physicians 401(k) Solutions grew at a solid clip - up 13.2% during 2024, from $12M to $13M. Reported net income was $2M.
How have Ortho Benefits Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Benefits Corp's sponsor-wide assets grew 14.4%, from $37M to $43M.
Which 401(k) plans are similar in size to Physicians 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by assets is A-V Services, Incorporated 401(k) Profit Sharing Plan in NJ ($13M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Physicians 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by covered participants is Tusimple 401(k) Plan in CA (184 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 471797746.

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.