Department of Labor filing

MSK GROUP, PC DBA ORTHOSOUTH

ORTHOSOUTH 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,445

Reported employer contributions per active participant.

Higher than about 85% of comparable plans

#People in the filing

526

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$588 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 1% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense1st percentileTypical peer $91 · based on 742 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MSK GROUP, PC DBA ORTHOSOUTH reported $2,864,217 in employer contributions across the plan and 526 active participants. That works out to $5,445 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 31.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,864,217
Participant contributions: $2,042,300
Other contributions: $1,945,509
Employer share of reported contributions: 58.4%
Beginning assets: $79,216,402
Ending assets: $92,829,160
Ending net assets: $92,827,872
Ending liabilities: $1,288
Total income: $16,295,820
Total expenses: $2,684,350
Administrative expenses: $366,703
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,937

2023

$7,831

2024

$5,445

Plan-paid administrative expenses per participant

2022

$592

2023

$656

2024

$588

Active participants

2022

318

2023

332

2024

526

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,445	526	92.8M	20251014153938NAL0003185841001
2023	$7,831	332	79.2M	20241015142453NAL0016617683001
2022	$7,937	318	67.9M	20231016141458NAL0025038115001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 620819926-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 30, 1970
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R3D

Current plan terms

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Filing ACK_ID20251014153938NAL0003185841001

Data sourceDOL Form 5500 bulk data ↗

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