Orthopedic Specialists Of North America, Pllc 401(k) Plan: Login, Facts & Contact Information

Orthopedic Specialists Of North America, Pllc 401(k) Plan Facts

Plan name
ORTHOARIZONA RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC
Participants
1,160 (959 active employees)
Former employees with a balance
351
Plan assets
$90,170,874 at Dec 31, 2024
Average account balance
$78,683 across 1,146 accounts
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2010
— 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

  • $4.41 million went into the plan in contributions.
  • $2.03 million was paid out to participants.
  • Investment and other income added $9.93 million.
  • Administrative expenses were $134,771, about $118 per account.

How the Orthopedic Specialists Of North America, Pllc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019804$49.4 million$2.68 million$2.67 million
2020868$57.8 million$2.96 million$5.15 million
20211,068$66.3 million$3.35 million$4.84 million
2022858$60.7 million$3.90 million$1.98 million
20231,064$78.0 million$4.54 million$1.95 million
20241,160$90.2 million$0$2.03 million

Orthopedic Specialists Of North America, Pllc 401(k) Contact Information

Phone
602-772-3800
Mailing address
3033 N. 44TH STREET STE. 360, PHOENIX AZ 85018
Plan sponsor
ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC
Employer identification number (EIN)
26-0152289
Plan number
001

Questions about the Orthopedic Specialists Of North America, Pllc 401(k)

Does Orthopedic Specialists Of North America, Pllc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Orthopedic Specialists Of North America, Pllc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Orthopedic Specialists Of North America, Pllc 401(k) plan?

1,160 participants at the start of plan year 2024, 959 of them active employees, and 351 former employees who still had money in the plan.

What is the average 401(k) balance at Orthopedic Specialists Of North America, Pllc?

About $78,683 per account: $90.2 million in plan assets across 1,146 accounts with a balance at the end of plan year 2024.

Who manages the Orthopedic Specialists Of North America, Pllc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Orthopedic Specialists Of North America, Pllc. How do I access my 401(k)?

Your account stays with Vanguard 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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