Connecticut Orthopaedic Specialists P.c. 401(k) Plan: Login, Facts & Contact Information

Connecticut Orthopaedic Specialists P.c. 401(k) Plan Facts

Plan name
CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C.
Participants
775 (648 active employees)
Former employees with a balance
162
Plan assets
$115,232,327 at Dec 31, 2024
Average account balance
$148,879 across 774 accounts
Employer contributions
$3,600,709 in plan year 2024 (45% of all contributions)
Recordkeeper
Empower Annuity Ins Co Of America
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.94 million went into the plan in contributions, $3.60 million of it from the employer (45%).
  • $7.19 million was paid out to participants.
  • Investment and other income added $12.8 million.
  • Administrative expenses were $198,277, about $256 per account.

How the Connecticut Orthopaedic Specialists P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019579$67.7 million$2.61 million$3.10 million
2020574$80.9 million$2.62 million$2.50 million
2021594$95.5 million$2.90 million$3.44 million
2022711$82.6 million$3.06 million$2.84 million
2023750$101.9 million$3.30 million$2.62 million
2024775$115.2 million$3.60 million$7.19 million

Connecticut Orthopaedic Specialists P.c. 401(k) Contact Information

Phone
203-407-3577
Mailing address
2408 WHITNEY AVENUE, HAMDEN CT 06518
Plan sponsor
CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C.
Employer identification number (EIN)
06-0855842
Plan number
002

Questions about the Connecticut Orthopaedic Specialists P.c. 401(k)

Does Connecticut Orthopaedic Specialists P.c contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $3.60 million in employer contributions for plan year 2024.

Does the Connecticut Orthopaedic Specialists P.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Connecticut Orthopaedic Specialists P.c 401(k) plan?

775 participants at the start of plan year 2024, 648 of them active employees, and 162 former employees who still had money in the plan.

What is the average 401(k) balance at Connecticut Orthopaedic Specialists P.c?

About $148,879 per account: $115.2 million in plan assets across 774 accounts with a balance at the end of plan year 2024.

Who manages the Connecticut Orthopaedic Specialists P.c 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Connecticut Orthopaedic Specialists P.c. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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