401(k) · DOL Form 5500 · 2024

Tennessee Orthopaedic Alliance, P.a. 401(k) Plan

Data updated 2026-08-11

$237M
Total assets
1,244
Participants
95th
Percentile by assets
$190,165
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$237M
total plan assets (2024 EOY)
1,244
covered participants
95th
percentile by assets (of 123,622 plans)
$190,165
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Tennessee
Industry
Healthcare & Social Assistance

Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs the 2024 asset distribution

By assets, Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$237M
Net Income$29M
Employer EIN620862316
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Orthopaedic Alliance, P.a.)

$160M$180M$200M$220M$240M$260M 202220232024 $172M $237M ▲ +37.3%
Total plan assets by year, all Tennessee Orthopaedic Alliance, P.a. plans on file
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.

Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Tennessee Orthopaedi…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Tennessee Orthopaedic Alliance 401(k) & … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan assets move in 2024? ▼
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan grew at a solid clip - up 14.2% during 2024, from $207M to $237M. Reported net income was $29M.
How have Tennessee Orthopaedic Alliance, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tennessee Orthopaedic Alliance, P.a.'s sponsor-wide assets grew 37.2%, from $172M to $237M.
Where does Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan B in NC ($237M, 752 participants).

Next read for Tennessee Orthopaedic Alliance 401(k) & …

Scale reading

Ways to act on Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan's numbers.

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 620862316.

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.