Department of Labor filing

NORTHWEST OHIO ORTHOPEDICS AND SPORTS MEDICINE, INC.

NORTHWEST OHIO ORTHOPEDICS & SPORTS MEDICINE 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

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

$Employer support

$2,476

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

149

Active participants reported for 2024.

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

¢Visible plan-paid fees

$52 / participant

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

Lower cost than about 75% of comparable plans

↗Investment performance

Not available

Plan assets changed -0.9%, 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 · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense75th percentileTypical peer $143 · based on 2,373 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, NORTHWEST OHIO ORTHOPEDICS AND SPORTS MEDICINE, INC. reported $368,871 in employer contributions across the plan and 149 active participants. That works out to $2,476 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 proxy78%

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 5.7%

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

Expense trendUp 34.6%

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

Peer context59/100

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: $368,871
Participant contributions: $699,777
Other contributions: Not reported
Employer share of reported contributions: 34.5%
Beginning assets: $18,891,158
Ending assets: $18,725,699
Ending net assets: $18,725,699
Ending liabilities: $0
Total income: $3,742,577
Total expenses: $3,908,036
Administrative expenses: $11,212
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

$2,625

2023

$2,662

2024

$2,476

Plan-paid administrative expenses per participant

2022

$39

2023

$37

2024

$52

Active participants

2022

144

2023

151

2024

149

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,476	149	18.7M	20251010091414NAL0007423377001
2023	$2,662	151	18.9M	20241014092159NAL0026896177001
2022	$2,625	144	16.3M	20231013121026NAL0033188657001

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: Not stated in the filing
Public plan identifier: 341963354-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2002
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
2A2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20251010091414NAL0007423377001

Data sourceDOL Form 5500 bulk data ↗

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