Department of Labor filing

ORTHOPAEDIC INSTITUTE OF OHIO, INC.

ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

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

$Employer support

$3,803

Reported employer contributions per active participant.

Higher than about 65% of comparable plans

#People in the filing

422

Active participants reported for 2024.

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

¢Visible plan-paid fees

$347 / participant

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

Lower cost than about 16% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.6%, 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 · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions65th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense16th 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, ORTHOPAEDIC INSTITUTE OF OHIO, INC. reported $1,604,734 in employer contributions across the plan and 422 active participants. That works out to $3,803 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 proxy89%

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 7.4%

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

Expense trendDown 9.4%

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

Peer context51/100

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: $1,604,734
Participant contributions: $2,371,230
Other contributions: $822,097
Employer share of reported contributions: 40.4%
Beginning assets: $47,618,831
Ending assets: $56,003,755
Ending net assets: $56,003,755
Ending liabilities: $0
Total income: $10,658,272
Total expenses: $2,273,348
Administrative expenses: $130,751
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

$4,105

2023

$4,368

2024

$3,803

Plan-paid administrative expenses per participant

2022

$383

2023

$348

2024

$347

Active participants

2022

331

2023

333

2024

422

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,803	422	56M	20251002080655NAL0000687570001
2023	$4,368	333	47.6M	20241001071843NAL0006720689001
2022	$4,105	331	39.7M	20230925134013NAL0004980419001

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: 311562435-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1999
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
2E2F2G2J2T2S2A3D2R

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251002080655NAL0000687570001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗