Southern Ca Orthopedic Inst 401(k) Plan: Login, Facts & Contact Information
Southern Ca Orthopedic Inst 401(k) Login
248 former Southern Ca Orthopedic Inst employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Southern Ca Orthopedic Inst 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 11, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.01 million went into the plan in contributions, $445,602 of it from the employer (15%).
- $5.37 million was paid out to participants.
- Investment and other income added $5.49 million.
- Administrative expenses were $105,943, about $167 per account.
How the Southern Ca Orthopedic Inst 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 764 | $27.6 million | $398,214 | $2.57 million |
| 2020 | 724 | $33.6 million | $317,195 | $2.16 million |
| 2021 | 713 | $38.7 million | $273,148 | $1.92 million |
| 2022 | 730 | $32.0 million | $384,324 | $1.49 million |
| 2023 | 795 | $36.0 million | $399,740 | $4.44 million |
| 2024 | 828 | $39.0 million | $445,602 | $5.37 million |
Southern Ca Orthopedic Inst 401(k) Contact Information
Questions about the Southern Ca Orthopedic Inst 401(k)
Does Southern Ca Orthopedic Inst contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $445,602, 15% of all contributions.
Does the Southern Ca Orthopedic Inst 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Southern Ca Orthopedic Inst 401(k) plan?
828 participants at the start of plan year 2024, 616 of them active employees, and 248 former employees who still had money in the plan.
What is the average 401(k) balance at Southern Ca Orthopedic Inst?
About $61,435 per account: $39.0 million in plan assets across 635 accounts with a balance at the end of plan year 2024.
Who manages the Southern Ca Orthopedic Inst 401(k) accounts?
ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Southern Ca Orthopedic Inst. How do I access my 401(k)?
Your account stays with ADP Retirement 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.