401(k) · DOL Form 5500 · 2024

Chattanooga Orthopaedic Group P.C. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
494
Participants Below avg headcount
86th
Percentile by assets National rank
$114,593
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan · Sponsored by Chattanooga Orthopaedic Group P.C. · Tennessee · Healthcare & Social Assistance

$57M in assets, 494 participants

Chattanooga Orthopaedic Group P.C.'s Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan reported $57M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,816 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan covers 494 participants in Tennessee, about 44% of the average Tennessee filer (state average ~1,126 per filing). Assets: $57M.

#14,816
in Healthcare & Social Assistance (16,916 peers)
+9.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$56,608,800 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Chattanooga Orthopaedic Group, 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. Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan reported participants rose from 444 in the plan year 2023 filing to 494 in the plan year 2024 filing.
  • Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $52M in the plan year 2023 filing to $57M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620988417 · Chattanooga Orthopaedic Group P.C. PY 2024 · 401(k)

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan · $57M · 494 · 86th

  • TYPE $57M
  • NET 494
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Lba Realty 401(k) Plan
  • SCH ind #14816

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 →

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Ls Technologies Retirement Savings PlanLs Technologies Retirement S…$57MChattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing PlanChattanooga Orthopaedic Grou…$57MLba Realty 401(k) Plan$57MArends Hogan Walker LLC 401(k) Profit-Sharing Plan & TrustArends Hogan Walker LLC 401(…$57MRyan Retirement Plan and TrustRyan Retirement Plan and Tru…$57M
End-of-year total assets ($M) among Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN620988417
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chattanooga Orthopaedic Group P.C.)

Sponsor-wide plan assets over time

All Chattanooga Orthopaedic Group P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 40.00441514184917% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $56.6M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 426 $40M
2023 1 444 $52M
2024 1 494 $57M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.0566088 · Participants: 494Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chattanooga Orthopaedic Group, 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 Lba Realty 401(k) Plan in CA ($57M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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.

Frequently Asked Questions

How did Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2024, from $52M to $57M. Reported net income was $5M.
How have Chattanooga Orthopaedic Group P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chattanooga Orthopaedic Group P.C.'s sponsor-wide assets grew 40.0%, from $40M to $57M.
Where does Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lba Realty 401(k) Plan in CA ($57M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants, $40M in assets).

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 620988417.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.