Lancaster Orthopedic Group, P.c. 401(k) Plan: Login, Facts & Contact Information

Lancaster Orthopedic Group, P.c. 401(k) Plan Facts

Plan name
LANCASTER ORTHOPEDIC GROUP, P.C. PROFIT SHARING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LANCASTER ORTHOPEDIC GROUP, P.C.
Participants
295 (213 active employees)
Former employees with a balance
52
Plan assets
$34,197,861 at Dec 31, 2024
Average account balance
$125,267 across 273 accounts
Employer contributions
$710,384 in plan year 2024 (34% of all contributions)
Recordkeeper
Valley Forge Pension Mgt
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1986
✓ 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 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.07 million went into the plan in contributions, $710,384 of it from the employer (34%).
  • $4.82 million was paid out to participants.
  • Investment and other income added $4.46 million.
  • Administrative expenses were $93,643, about $343 per account.

How the Lancaster Orthopedic Group, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019176$26.1 million$741,238$3.04 million
2020171$26.1 million$729,602$4.86 million
2021173$31.7 million$710,318$639,434
2022193$27.0 million$888,388$1.08 million
2023237$32.6 million$454,882$1.05 million
2024295$34.2 million$710,384$4.82 million

Lancaster Orthopedic Group, P.c. 401(k) Contact Information

Phone
717-560-4200
Mailing address
231 GRANITE RUN DRIVE, LANCASTER PA 176016823
Plan sponsor
LANCASTER ORTHOPEDIC GROUP, P.C.
Employer identification number (EIN)
23-2936169
Plan number
002

Questions about the Lancaster Orthopedic Group, P.c. 401(k)

Does Lancaster Orthopedic Group, P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $710,384, 34% of all contributions.

Does the Lancaster Orthopedic Group, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lancaster Orthopedic Group, P.c 401(k) plan?

295 participants at the start of plan year 2024, 213 of them active employees, and 52 former employees who still had money in the plan.

What is the average 401(k) balance at Lancaster Orthopedic Group, P.c?

About $125,267 per account: $34.2 million in plan assets across 273 accounts with a balance at the end of plan year 2024.

Who manages the Lancaster Orthopedic Group, P.c 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as VALLEY FORGE PENSION MGT) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lancaster Orthopedic Group, P.c. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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