First State Orthopaedics, P.a. 401(k) Plan: Login, Facts & Contact Information
First State Orthopaedics, P.a. 401(k) Login
144 former First State Orthopaedics, P.a. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
First State Orthopaedics, P.a. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.36 million went into the plan in contributions, $2.11 million of it from the employer (39%).
- $8.44 million was paid out to participants.
- Investment and other income added $11.0 million.
- Administrative expenses were $121,802, about $186 per account.
How the First State Orthopaedics, P.a. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 432 | $52.9 million | $0 | $2.41 million |
| 2020 | 486 | $63.2 million | $1.75 million | $2.27 million |
| 2021 | 468 | $70.0 million | $1.59 million | $6.89 million |
| 2022 | 502 | $57.4 million | $1.75 million | $3.70 million |
| 2023 | 510 | $68.8 million | $1.92 million | $4.13 million |
| 2024 | 569 | $78.3 million | $2.11 million | $8.44 million |
First State Orthopaedics, P.a. 401(k) Contact Information
Questions about the First State Orthopaedics, P.a. 401(k)
Does First State Orthopaedics, P.a contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $2.11 million in employer contributions for plan year 2024.
Does the First State Orthopaedics, P.a 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the First State Orthopaedics, P.a 401(k) plan?
569 participants at the start of plan year 2024, 595 of them active employees, and 144 former employees who still had money in the plan.
What is the average 401(k) balance at First State Orthopaedics, P.a?
About $119,608 per account: $78.3 million in plan assets across 655 accounts with a balance at the end of plan year 2024.
Who manages the First State Orthopaedics, P.a 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at First State Orthopaedics, P.a. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits 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.