401(k) · DOL Form 5500 · 2024

ORTHOWEST 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
127
Participants Small participant base
66th
Percentile by assets National rank
$127,780
Avg per participant Near avg balance/head
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Official DOL plan name: Orthowest 401(k) Profit Sharing Plan · Sponsored by ORTHOWEST · California · Healthcare & Social Assistance

$16M in assets, 127 participants

ORTHOWEST's Orthowest 401(k) Profit Sharing Plan reported $16M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,019 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Orthowest 401(k) Profit Sharing Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $16M.

#12,019
in Healthcare & Social Assistance (16,916 peers)
+23.7%
assets growth YoY

Orthowest 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthowest 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,228,026 Top 34% higher than 66% 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

Orthowest 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. Orthowest 401(k) Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthowest 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Orthowest 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Orthowest 401(k) Profit Sharing Plan reported participants rose from 125 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 843548431 · ORTHOWEST PY 2024 · 401(k)

Orthowest 401(k) Profit Sharing Plan · $16M · 127 · 66th

  • NET $16M
  • BOOK 127
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Spb Hospitality LLC Retirement Savings Plan
  • EBSA ind #12019

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 →

Orthowest 401(k) Profit Sharing Plan in the asset neighbourhood

Orthowest 401(k) Profit Sharing PlanOrthowest 401(k) Profit Shar…$16MSpb Hospitality LLC Retirement Savings PlanSpb Hospitality LLC Retireme…$16MVerastem, Inc. 401(k) Plan$16MAdams Thermal Systems Retirement Savings PlanAdams Thermal Systems Retire…$16MRetirement Living Associates, Inc. Retirement PlanRetirement Living Associates…$16M
End-of-year total assets ($M) among Orthowest 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN843548431
Plan Effective Date2021-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (ORTHOWEST)

Sponsor-wide plan assets over time

All ORTHOWEST plans reported in each filing year

Latest sponsor-wide plan assets
$16M 56.81712763432639% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.4M $16.2M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 169 $10M
2023 1 125 $13M
2024 1 127 $16M

Nearby 401(k) Plans in California

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

Orthowest 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orthowest 401(k) Profit Sharing Plan, Total assets ($B): 0.016228026 · Participants: 127Orthowest 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Orthowest 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthowest 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthowest 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spb Hospitality LLC Retirement Savings Plan in TX ($16M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Orthowest 401(k) Profit Sharing Plan assets move in 2024? ▼
Orthowest 401(k) Profit Sharing Plan grew sharply - up 23.7% during 2024, from $13M to $16M. Reported net income was $3M.
How have ORTHOWEST plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ORTHOWEST's sponsor-wide assets grew 56.8%, from $10M to $16M.
Which 401(k) plans are similar in size to Orthowest 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spb Hospitality LLC Retirement Savings Plan in TX ($16M, 8,598 participants).
Which 401(k) plans cover a similar participant headcount to Orthowest 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 843548431.

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.