Orthopaedic Institute of Ohio 401(k) match, vesting and fees
What Orthopaedic Institute of Ohio's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Barnes Dennig & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Orthopaedic Institute of Ohio: employer contribution per participant | $3,794 | |
| Peer median | $1,468 |
| Orthopaedic Institute of Ohio: average balance | $132,397 | |
| Peer median | $37,786 |
| Orthopaedic Institute of Ohio: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $45.2M at the end of plan year 2021 to $56M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 472 | $56M | $1.6M | $3,794 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 377 | $47.6M | $1.5M | $3,869 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 370 | $39.7M | $1.4M | $3,672 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 345 | $45.2M | $1.3M | $3,676 | 0.19% | Not published | Form 5500 ↗ |
Other Orthopaedic Institute of Ohio plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Barnes, Dennig & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Orthopaedic Institute of Ohio match 401(k) contributions?
The match terms for the Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $3,794 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopaedic Institute of Ohio 401(k) match vested?
The vesting schedule for the Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopaedic Institute of Ohio 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Orthopaedic Institute of Ohio, Inc..
I left Orthopaedic Institute of Ohio. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopaedic Institute of Ohio, Inc., (419) 222-6622) or the recordkeeper, Fidelity Investments Institutional. The Orthopaedic Institute of Ohio old 401(k) page lists the contacts from every plan filing. Find an old Orthopaedic Institute of Ohio 401(k)
Data from the public Form 5500 annual reports Orthopaedic Institute of Ohio filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Orthopaedic Institute of Ohio. Not financial advice. Report a correction · Methodology