Orthopedic Institute 401(k) Plan: Login, Facts & Contact Information
Orthopedic Institute 401(k) Login
80 former Orthopedic Institute employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Orthopedic Institute 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 11, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.54 million went into the plan in contributions, $1.79 million of it from the employer (51%).
- $6.04 million was paid out to participants.
- Investment and other income added $8.93 million.
- Administrative expenses were $179,604, about $543 per account.
How the Orthopedic Institute 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 214 | $52.3 million | $1.26 million | $2.00 million |
| 2020 | 255 | $62.6 million | $1.05 million | $3.11 million |
| 2021 | 310 | $70.6 million | $1.38 million | $1.89 million |
| 2022 | 304 | $60.9 million | $1.59 million | $4.01 million |
| 2023 | 332 | $67.7 million | $1.76 million | $5.35 million |
| 2024 | 3,225 | $74.0 million | $1.79 million | $6.04 million |
Orthopedic Institute 401(k) Contact Information
Questions about the Orthopedic Institute 401(k)
Does Orthopedic Institute contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $1.79 million in employer contributions for plan year 2024.
Does the Orthopedic Institute 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Orthopedic Institute 401(k) plan?
3,225 participants at the start of plan year 2024, 240 of them active employees, and 80 former employees who still had money in the plan.
What is the average 401(k) balance at Orthopedic Institute?
About $223,454 per account: $74.0 million in plan assets across 331 accounts with a balance at the end of plan year 2024.
Who manages the Orthopedic Institute 401(k) accounts?
Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Orthopedic Institute. How do I access my 401(k)?
Your account stays with Newport (an Ascensus company) 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.