Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania 401(k) match, vesting and fees
What Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania: employer contribution per participant | $2,031 | |
| Peer median | $1,468 |
| Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania: average balance | $143,043 | |
| Peer median | $37,786 |
| Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania: admin expenses ÷ assets | 0.32% | |
| 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 $51.8M at the end of plan year 2021 to $60.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 425 | $60.8M | $863K | $2,031 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 338 | $53M | $1.7M | $4,898 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 357 | $45.4M | $1.5M | $4,336 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 356 | $51.8M | $1.4M | $3,864 | 0.31% | Not published | Form 5500 ↗ |
Other Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orthopedic Institute of Pennsylvania 2019 Cash Balance Pension 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania match 401(k) contributions?
The match terms for the Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $863K in employer contributions, about $2,031 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania 401(k) match vested?
The vesting schedule for the Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Orthopedic Surgeons, Ltd. DBA Orthopedic Institute of Pennsylvania.
I left Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopedic Surgeons, Ltd. DBA Orthopedic Institute of Pennsylvania, (717) 980-3645) or the recordkeeper, Empower Annuity Insurance Company. The Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania old 401(k) page lists the contacts from every plan filing. Find an old Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania 401(k)
Data from the public Form 5500 annual reports Orthopedic Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania 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 Surgeons, LTD. DBA Orthopedic Institute of Pennsylvania. Not financial advice. Report a correction · Methodology