401(k) · DOL Form 5500 · 2024
Capital Region Orthopaedic Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 381
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $175,224
- Avg per participant Above avg balance/head
Official DOL plan name: Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust · Sponsored by Capital Region Orthopaedic Associates, P.C. · New York · Healthcare & Social Assistance
$67M in assets, 381 participants
Capital Region Orthopaedic Associates, P.C.'s Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported $67M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,044 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust covers 381 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $67M.
- #15,044
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust's outsized position by total assets
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,760,192 Top 13% higher than 87% 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
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust 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. Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust end-of-year assets rose from $60M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported participants rose from 364 in the plan year 2023 filing to 381 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 141633562 · Capital Region Orthopaedic Associates, P.C. PY 2024 · 401(k)
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust · $67M · 381 · 87th
- EBSA $67M
- PART 381
- TYPE 87th
- NET 401(k)
- BOOK near Professional Emergency Physicians, P.C. Profit
- VS-ST ind #15044
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 New York →
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $7M |
| Employer EIN | 141633562 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Region Orthopaedic Associates, P.C.)
Sponsor-wide plan assets over time
All Capital Region Orthopaedic Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 29.703533274562805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 340 | $51M |
| 2023 | 1 | 364 | $60M |
| 2024 | 1 | 381 | $67M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Professional Emergency Physicians, P.C. Profit in IN ($67M); by covered participants it is The Horton Group, Inc. Retirement Savings Plan in IL (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Professional Emergency Physicians, P.C. Profit (IN) $67M · 107
- Roppe Holding Company 401(k) Plan (OH) $67M · 703
- S.P. Richards 401(k) Retirement Plan (GA) $67M · 1,297
- Ktgy Group, Inc. 401(k) and Profit Sharing Plan (CA) $67M · 420
Similar participant headcount
Nearest other-state filings by covered participants (381 participants); asset peers above are excluded.
- The Horton Group, Inc. Retirement Savings Plan (IL) 381 · 0 off
- The Hanover Research Council, LLC 401(k) Profit Sharing Plan (VA) 381 · 0 off
- Perfect Health 401(k) Plan (MO) 381 · 0 off
- Loren Cook Company 401(k) Plan (MO) 381 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.