401(k) · DOL Form 5500 · 2024
Ellis Badenhausen Orthopaedics, Psc 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 110
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $246,695
- Avg per participant Above avg balance/head
Official DOL plan name: Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan · Sponsored by Ellis Badenhausen Orthopaedics, Psc · Kentucky · Healthcare & Social Assistance
$27M in assets, 110 participants
Ellis Badenhausen Orthopaedics, Psc's Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan reported $27M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,435 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan covers 110 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $27M.
- #13,435
- in Healthcare & Social Assistance (16,916 peers)
- -30.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan's outsized position by total assets
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,136,407 Top 24% higher than 76% 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
Ellis Badenhausen Orthopaedics, Psc 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. Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan end-of-year assets fell from $39M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan reported participants fell from 120 in the plan year 2023 filing to 110 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 610678573 · Ellis Badenhausen Orthopaedics, Psc PY 2024 · 401(k)
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan · $27M · 110 · 76th
- VS-ST $27M
- VS-ST 110
- VS-ST 76th
- VS-ST 401(k)
- VS-ST near Phipps Houses & Affiliates 401(k) Plan
- VS-ST ind #13435
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 Kentucky →
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$12M |
| Employer EIN | 610678573 |
| Plan Effective Date | 1968-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellis Badenhausen Orthopaedics, Psc)
Sponsor-wide plan assets over time
All Ellis Badenhausen Orthopaedics, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 60.78441921983205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 202 | $69M |
| 2023 | 2 | 240 | $78M |
| 2024 | 1 | 110 | $27M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Phipps Houses & Affiliates 401(k) Plan in NY ($27M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Phipps Houses & Affiliates 401(k) Plan (NY) $27M · 453
- Jordache Enterprises Inc. 401(k) Plan (NY) $27M · 1,007
- Xoriant Corporation 401(k) Plan (CA) $27M · 478
- Yelcot Holding Group, Inc. 401(k) Profit Sharing Plan (AR) $27M · 68
Similar participant headcount
Nearest other-state filings by covered participants (110 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.