Department of Labor filing

ORTHOATLANTA

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

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,498

Reported employer contributions per active participant.

Higher than about 76% of comparable plans

#People in the filing

662

Active participants reported for 2024.

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

¢Visible plan-paid fees

$142 / participant

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

Lower cost than about 27% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.0%, 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 · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions76th percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense27th 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, ORTHOATLANTA reported $2,315,531 in employer contributions across the plan and 662 active participants. That works out to $3,498 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 33.3%

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

Expense trendDown 33.4%

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

Peer context61/100

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: $2,315,531
Participant contributions: $3,193,567
Other contributions: $402,236
Employer share of reported contributions: 42.0%
Beginning assets: $38,768,002
Ending assets: $46,520,665
Ending net assets: $46,520,665
Ending liabilities: $0
Total income: $11,084,777
Total expenses: $3,332,114
Administrative expenses: $107,966
Participant loans: $0

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

$5,243

2023

$1,844

2024

$3,498

Plan-paid administrative expenses per participant

2022

$213

2023

$155

2024

$142

Active participants

2022

340

2023

577

2024

662

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,498	662	46.5M	20251013124705NAL0001969008001
2023	$1,844	577	38.8M	20241014204045NAL0013831091001
2022	$5,243	340	31.2M	20231016174131NAL0026357523001

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: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 030482395-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2003
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E3D2G2J2K2R2F

Current plan terms

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Filing ACK_ID20251013124705NAL0001969008001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗