401(k) · DOL Form 5500 · 2024
Appalachian Orthopaedic Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $169,705
- Avg per participant Above avg balance/head
Official DOL plan name: Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan · Sponsored by Appalachian Orthopaedic Associates, P.C. · Tennessee · Healthcare & Social Assistance
$23M in assets, 134 participants
Appalachian Orthopaedic Associates, P.C.'s Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan reported $23M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,993 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan covers 134 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $23M.
- #12,993
- in Healthcare & Social Assistance (16,916 peers)
- +5.3%
- assets growth YoY
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,740,454 Top 27% higher than 73% 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
Appalachian Orthopaedic Associates P.C. 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. Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2023 filing to 134 in the plan year 2024 filing.
- Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621654377 · Appalachian Orthopaedic Associates, P.C. PY 2024 · 401(k)
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan · $23M · 134 · 73rd
- EOY $23M
- EOY 134
- EOY 73rd
- EOY 401(k)
- EOY near Eminent Inc. 401(k) Plan
- EOY ind #12993
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 →
Appalachian Orthopaedic Associates P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 621654377 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Orthopaedic Associates, P.C.)
Sponsor-wide plan assets over time
All Appalachian Orthopaedic Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 21.380665225357866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $19M |
| 2023 | 1 | 108 | $22M |
| 2024 | 1 | 134 | $23M |
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
Appalachian Orthopaedic Associates P.C. 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 Eminent Inc. 401(k) Plan in CA ($23M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Eminent Inc. 401(k) Plan (CA) $23M · 1,468
- American Pharmacists Association 401(k) Plan (DC) $23M · 115
- United Bank of Michigan Savings Plan (MI) $23M · 162
- Resources Legacy Fund 401(k) Plan (CA) $23M · 126
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.