Orthopedic Care Partners Management 401(k) match, vesting and fees
What Orthopedic Care Partners Management'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 | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Plante & Moran, Pplc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Orthopedic Care Partners Management: employer contribution per participant | $5,144 | |
| Peer median | $1,358 |
| Orthopedic Care Partners Management: average balance | $108,832 | |
| Peer median | $44,442 |
| Orthopedic Care Partners Management: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.21% |
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 $67.8M at the end of plan year 2021 to $161M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,628 | $161M | $7.6M | $5,144 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 1,620 | $131M | $6.5M | $5,111 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 1,510 | $104M | $6.3M | $5,081 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 1,356 | $67.8M | $5.6M | $7,173 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Orthopedic Care Partners Management match 401(k) contributions?
The match terms for the Orthopedic Care Partners 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $7.6M in employer contributions, about $5,144 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopedic Care Partners Management 401(k) match vested?
The vesting schedule for the Orthopedic Care Partners 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopedic Care Partners Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs. The plan administrator is Orthopedic Care Partners Management LLC.
I left Orthopedic Care Partners Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopedic Care Partners Management LLC, (813) 486-7586) or the recordkeeper, John Hancock Retirement Plan Svcs. The Orthopedic Care Partners Management old 401(k) page lists the contacts from every plan filing. Find an old Orthopedic Care Partners Management 401(k)
Data from the public Form 5500 annual reports Orthopedic Care Partners Management 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 Orthopedic Care Partners Management. Not financial advice. Report a correction · Methodology