University Orthopaedic Services retirement plan: assets, participants and fees
What University Orthopaedic Services' retirement plan 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 | Voya Retirement Ins and Annuity Co | Schedule C ↗ |
| Independent auditor | Chiampou Travis Besaw&Kershner LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| University Orthopaedic Services: employer contribution per participant | $7,592 | |
| Peer median | $1,468 |
| University Orthopaedic Services: average balance | $154,737 | |
| Peer median | $37,786 |
| University Orthopaedic Services: admin expenses ÷ assets | 0.11% | |
| 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 $56M at the end of plan year 2021 to $69.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 467 | $69.8M | $3.4M | $7,592 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 434 | $58.9M | $3.1M | $7,427 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 400 | $49.1M | $2.9M | $7,538 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 344 | $56M | $2.7M | $8,060 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does University Orthopaedic Services match 401(k) contributions?
The match terms for the University Orthopaedic Services, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $7,592 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Orthopaedic Services 401(k) match vested?
The vesting schedule for the University Orthopaedic Services, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Orthopaedic Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Ins and Annuity Co. The plan administrator is University Orthopaedic Services Inc.
I left University Orthopaedic Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Orthopaedic Services Inc, (716) 906-5924) or the recordkeeper, Voya Retirement Ins and Annuity Co. The University Orthopaedic Services old 401(k) page lists the contacts from every plan filing. Find an old University Orthopaedic Services 401(k)
Data from the public Form 5500 annual reports University Orthopaedic Services 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 University Orthopaedic Services. Not financial advice. Report a correction · Methodology