Department of Labor filing

ORTHOSC, LLC

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

Spot something wrong?

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

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

$Employer support

$4,763

Reported employer contributions per active participant.

Higher than about 71% of comparable plans

#People in the filing

362

Active participants reported for 2024.

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

¢Visible plan-paid fees

$257 / 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 29.2%, 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 · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense27th 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, ORTHOSC, LLC reported $1,724,190 in employer contributions across the plan and 362 active participants. That works out to $4,763 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 proxy91%

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 2.1%

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

Expense trendUp 57.7%

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

Peer context58/100

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: $1,724,190
Participant contributions: $1,380,204
Other contributions: $91,417
Employer share of reported contributions: 55.5%
Beginning assets: $20,138,028
Ending assets: $26,017,790
Ending net assets: $26,017,790
Ending liabilities: $0
Total income: $6,506,967
Total expenses: $627,205
Administrative expenses: $80,422
Participant loans: $300,463

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

$4,666

2023

$6,264

2024

$4,763

Plan-paid administrative expenses per participant

2022

$163

2023

$192

2024

$257

Active participants

2022

292

2023

253

2024

362

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,763	362	26M	20251015071654NAL0008437362001
2023	$6,264	253	20.1M	20241015141731NAL0014815043001
2022	$4,666	292	15M	20231013100546NAL0044040528001

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: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 822962394-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 30, 1984
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
2A2E2G2J3D

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

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251015071654NAL0008437362001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗