Money Purchase · DOL Form 5500 · 2024
Austin Orthopedics & Sports Medicine Money Purchase Plan
Data updated 2026-08-25
- $310K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $309,790
- Avg per participant High balance/head
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.
- #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.
- #1,633
- in Healthcare & Social Assistance (16,916 peers)
- +3.3%
- assets growth YoY
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust among the smaller filed plans by assets
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$309,790 14th percentile higher than 14% 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
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 460355066 · Austin Orthopedics & Sports Medicine PY 2024 · Money Purchase
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust · $310K · 1 · 14th
- NET $310K
- BOOK 1
- VS-ST 14th
- BOY Money Purchase
- SCH near John J. St. Andre, Jr. Money Purchase Pension Plan & Trust
- EBSA ind #1633
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 Minnesota →
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Austin Orthopedics & Sports Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $360K 3.1843815303581144% vs 2022
- 2024 filing year
| 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.
- 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
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is John J. St. Andre, Jr. Money Purchase Pension Plan & Trust in MA ($309K); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($310K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Robert Duane Ralston Pension Plan (IL) 1 · 0 off
- Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.