Excelsior Orthopaedics, Llp 401(k) Plan: Login, Facts & Contact Information

Excelsior Orthopaedics, Llp 401(k) Plan Facts

Plan name
EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
EXCELSIOR ORTHOPAEDICS LLP
Participants
759 (655 active employees)
Former employees with a balance
173
Plan assets
$62,984,316 at Dec 31, 2024
Average account balance
$77,951 across 808 accounts
Employer contributions
$2,483,062 in plan year 2024 (37% of all contributions)
Recordkeeper
Voya Retirement Ins And Annuity Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1988
— 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.65 million went into the plan in contributions, $2.48 million of it from the employer (37%).
  • $2.55 million was paid out to participants.
  • Investment and other income added $8.72 million.
  • Administrative expenses were $197,817, about $245 per account.

How the Excelsior Orthopaedics, Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019449$25.5 million$1.51 million$2.14 million
2020546$32.3 million$1.70 million$2.32 million
2021623$44.8 million$1.82 million$2.56 million
2022603$39.3 million$1.88 million$2.14 million
2023730$50.4 million$2.18 million$1.30 million
2024759$63.0 million$2.48 million$2.55 million

Excelsior Orthopaedics, Llp 401(k) Contact Information

Phone
716-250-9999
Mailing address
3925 SHERIDAN DRIVE, AMHERST NY 14226
Plan sponsor
EXCELSIOR ORTHOPAEDICS LLP
Employer identification number (EIN)
16-1608040
Plan number
001

Questions about the Excelsior Orthopaedics, Llp 401(k)

Does Excelsior Orthopaedics, Llp contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $2.48 million in employer contributions for plan year 2024.

Does the Excelsior Orthopaedics, Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Excelsior Orthopaedics, Llp 401(k) plan?

759 participants at the start of plan year 2024, 655 of them active employees, and 173 former employees who still had money in the plan.

What is the average 401(k) balance at Excelsior Orthopaedics, Llp?

About $77,951 per account: $63.0 million in plan assets across 808 accounts with a balance at the end of plan year 2024.

Who manages the Excelsior Orthopaedics, Llp 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INS AND ANNUITY CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Excelsior Orthopaedics, Llp. How do I access my 401(k)?

Your account stays with Voya Financial 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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