Department of Labor filing

ORTHOPEDICSNY, LLP

ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2023

Public filing 2023 · received Dec 20, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing 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

$5,152

Reported employer contributions per active participant.

Higher than about 84% of comparable plans

#People in the filing

543

Active participants reported for 2023.

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

¢Visible plan-paid fees

$147 / participant

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

Lower cost than about 21% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.2%, 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 · 202365out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions84th percentileTypical peer $1,529 · based on 644 comparable plans

Lower reported administrative expense21st percentileTypical peer $82 · based on 682 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, 2023, ORTHOPEDICSNY, LLP reported $2,797,496 in employer contributions across the plan and 543 active participants. That works out to $5,152 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 trendUp 2.3%

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

Expense trendDown 30.4%

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

Peer context65/100

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: $2,797,496
Participant contributions: $2,776,719
Other contributions: $429,529
Employer share of reported contributions: 50.2%
Beginning assets: $54,676,317
Ending assets: $65,747,732
Ending net assets: $65,746,075
Ending liabilities: $1,657
Total income: $14,745,130
Total expenses: $3,653,390
Administrative expenses: $103,970
Participant loans: $349,710

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

$5,038

2023

$5,152

Plan-paid administrative expenses per participant

2022

$212

2023

$147

Active participants

2022

550

2023

543

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$5,152	543	65.7M	20241220135919NAL0003452147001
2022	$5,038	550	54.7M	20231011135354NAL0019183411001

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: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 141777794-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 1999
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
2A2E2F2G2J2K2T3B3D3H

Current plan terms

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Filing ACK_ID20241220135919NAL0003452147001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗