401(k) · DOL Form 5500 · 2024
Tennessee Orthopaedic Alliance, P.a. 401(k) Plan
Data updated 2026-08-25
- $237M
- Total assets Near avg plan size
- 1,244
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $190,165
- Avg per participant Above avg balance/head
Official DOL plan name: Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan · Sponsored by Tennessee Orthopaedic Alliance, P.a. · Tennessee · Healthcare & Social Assistance
$237M in assets, 1,244 participants
Tennessee Orthopaedic Alliance, P.a.'s Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan reported $237M in total assets and 1,244 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,134 in Healthcare & Social Assistance (16,916 peers)
Where Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan sits by assets
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan sits in the top 5% of all filed plans by assets, $237M for 1,244 participants (~$190,165/participant), up 14.2% in 2024.
- #16,134
- in Healthcare & Social Assistance (16,916 peers)
- +14.2%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's outsized position by total assets
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$236,565,835 Top 5% higher than 95% 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
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan lands in the large band (1,244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan reported net income fell from $35M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan end-of-year assets rose from $207M in the plan year 2023 filing to $237M in the plan year 2024 filing.
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan reported participants rose from 1,184 in the plan year 2023 filing to 1,244 in the plan year 2024 filing.
DOL schedule card
Filing strip 620862316 · Tennessee Orthopaedic Alliance, P.a. PY 2024 · 401(k)
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan · $237M · 1,244 · 95th
- EOY $237M
- EOY 1,244
- EOY 95th
- EOY 401(k)
- EOY near Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan B
- EOY ind #16134
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 Tennessee →
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $237M |
| Net Income | $29M |
| Employer EIN | 620862316 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tennessee Orthopaedic Alliance, P.a.)
Sponsor-wide plan assets over time
All Tennessee Orthopaedic Alliance, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $237M 37.248433006872375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,038 | $172M |
| 2023 | 1 | 1,184 | $207M |
| 2024 | 1 | 1,244 | $237M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan B in NC ($237M); by covered participants it is Lenox Hospitality Services, Inc. 401(k) Plan in RI (1,244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($237M here).
- Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan B (NC) $237M · 752
- Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan B (NC) $237M · 697
- Rockefeller 401(k) Savings and Retirement Plan (NY) $236M · 1,211
- The Talbots Retirement Savings 401(k) Plan (MA) $237M · 4,850
Similar participant headcount
Nearest other-state filings by covered participants (1,244 participants); asset peers above are excluded.
- Lenox Hospitality Services, Inc. 401(k) Plan (RI) 1,244 · 0 off
- Icc Industries Inc. Employees' Savings Plan (NY) 1,244 · 0 off
- Everett Financial, Inc. Dba Supreme Lending 401(k) Plan (TX) 1,244 · 0 off
- Fort Mcdowell Yavapai Nation Retirement Plan (AZ) 1,244 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.