Money Purchase · DOL Form 5500 · 2024

Austin Orthopedics & Sports Medicine Money Purchase Plan

Data updated 2026-08-11

$310K
Total assets: 1
Participants: 14th
Percentile by assets: $309,790
Avg per participant

Official DOL plan name: Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust · Sponsored by Austin Orthopedics & Sports Medicine · Minnesota · Healthcare & Social Assistance

$310K in assets, 1 participants

Austin Orthopedics & Sports Medicine's Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust reported $310K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

14th percentile by assets (of 123,622 plans)
#1,633 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust holds $310K for 1 participant - about $309,790 per participant, among the smaller plans by assets on file.

$310K
total plan assets (2024 EOY): 1
covered participants: 14th
percentile by assets (of 123,622 plans): $309,790
avg assets per participant

Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust reported net income rose from $1K in the plan year 2023 filing to $10K in the plan year 2024 filing.
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust end-of-year assets rose from $300K in the plan year 2023 filing to $310K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Healthcare & Social Assistance

Money Purchase filing for Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust

Money Purchase filing for plan year 2024: EIN 460355066 ; effective since 1980-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)	$300K
Net Assets (End of Year)	$310K
Net Income	$10K
Employer EIN	460355066
Plan Effective Date	1980-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Austin Orthopedics & Sports Medicine)

Total plan assets by year, all Austin Orthopedics & Sports Medicine plans on file

Year	Plans	Participants	Total Assets
2022	2	2	$349K
2023	2	2	$351K
2024	2	2	$360K

Nearby Money Purchase Plans in Minnesota

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust vs. nearby Money Purchase plans in Minnesota, assets vs. participants

Thrivent Capital Accumulation Plan $461M · 1,816
St. Paul Electrical Construction Workers Supplemental Pension Plan $308M · 2,787
Boilermakers Lodge 154 Retirement Plan $157M · 6,951
Central Iowa Carpenters Money Purchase Plan $132M · 811
Nmdp Employer Contribution Plan $119M · 1,708

Compare Austin Orthopedic & Sports Medicine PA A… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust by total assets, not by location.

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust (MA) $309K · 2
Retirement Plan of Seward Prosser Mellon 1942 Trust (PA) $308K · 10
Retirement Plan of Richard P. Mellon 1940 Trust (PA) $308K · 10
Retirement Plan of Cassandra M. Milbury 1940 Trust (PA) $308K · 10

Frequently Asked Questions

How did Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust assets move in 2024? ▼

Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust edged up modestly - up 3.3% during 2024, from $300K to $310K. Reported net income was $10K.

How have Austin Orthopedics & Sports Medicine plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Austin Orthopedics & Sports Medicine's sponsor-wide assets grew 3.2%, from $349K to $360K.

Where does Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust rank by assets among Form 5500 filers? ▼

Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust? ▼

Among Money Purchase plans in other states, the closest by assets is John J. St. Andre, Jr. Money Purchase Pension Plan & Trust in MA ($309K, 2 participants).

Next read for Austin Orthopedic & Sports Medicine PA A…

Filing takeaways

Ways to act on Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust's numbers.

By total assets, Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Minnesota. Compare plans
Austin Orthopedics & Sports Medicine's sponsor-wide assets have grown 3.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 460355066.