Profit Sharing · DOL Form 5500 · 2024

Orthopedic Institute of Newport Beach Limited Partnership Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
139
Participants Small participant base
34th
Percentile by assets National rank
$22,321
Avg per participant Low balance/head
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Official DOL plan name: Noi Profit Sharing Plan · Sponsored by Orthopedic Institute of Newport Beach Limited Partnership · California · Healthcare & Social Assistance

$3M in assets, 139 participants

Orthopedic Institute of Newport Beach Limited Partnership's Noi Profit Sharing Plan reported $3M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,901 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Noi Profit Sharing Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $3M.

#5,901
in Healthcare & Social Assistance (16,916 peers)
+1.8%
assets growth YoY

Noi Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Noi Profit Sharing Plan vs every filed plan by assets

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

$3,102,670 34th percentile higher than 34% 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

Noi 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. Noi Profit Sharing Plan sits mid-pack in the medium band (139 participants).

Form 5500 schedule snapshot

Filing strip 800856095 · Orthopedic Institute of Newport Beach Limited Partnership PY 2024 · Profit Sharing

Noi Profit Sharing Plan · $3M · 139 · 34th

  • RANK $3M
  • RANK 139
  • RANK 34th
  • RANK Profit Sharing
  • RANK near Jimbo Enterprise Inc. Profit Sharing Plan
  • RANK ind #5901

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 California →

Noi Profit Sharing Plan in the asset neighbourhood

Noi Profit Sharing Plan$3MJimbo Enterprise Inc. Profit Sharing PlanJimbo Enterprise Inc. Profit…$3MVincar Inc Psp$3MHarbert Realty Corp Profit Sharing PlanHarbert Realty Corp Profit S…$3MMarvin Zelman Md PC Profit Sharing PlanMarvin Zelman Md PC Profit S…$3M
End-of-year total assets ($M) among Noi Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$54K
Employer EIN800856095
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Institute of Newport Beach Limited Partnership)

Sponsor-wide plan assets over time

All Orthopedic Institute of Newport Beach Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$3M
2024 filing year
$0M$1M$2M$3M$4M 20222024 $0M $3.1M ▲ +0.0%
Year Plans Participants Total Assets
2022 2 N/A N/A
2024 1 139 $3M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Noi Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Noi Profit Sharing Plan, Total assets ($B): 0.00310267 · Participants: 139Noi Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Noi Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Noi Profit Sharing Plan side-by-side with 3 peers →

Noi Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jimbo Enterprise Inc. Profit Sharing Plan in NJ ($3M); by covered participants it is Goodman Companies Retirement Profit Sharing Plan in MI (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Noi Profit Sharing Plan assets move in 2024? ▼
Noi Profit Sharing Plan edged up modestly - up 1.8% during 2024, from $3M to $3M. Reported net income was $54K.
Which Profit Sharing plans are similar in size to Noi Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jimbo Enterprise Inc. Profit Sharing Plan in NJ ($3M, 36 participants).
Which Profit Sharing plans cover a similar participant headcount to Noi Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Goodman Companies Retirement Profit Sharing Plan in MI (139 participants, $28M 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 800856095.

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.