The Orthopaedic Institute, P.a. 401(k) Plan (terminated 2021): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2021, when $37.7 million was transferred out of the plan. Assets moved to the ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN (sponsored by ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
The Orthopaedic Institute, P.a. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2021 filing.
The Orthopaedic Institute, P.a. 401(k) Plan Facts (plan year 2021)
Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Feb 28, 2021), filed Sep 28, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $2.06 million went into the plan in contributions, $2.06 million of it from the employer (100%).
- $2.32 million was paid out to participants.
- Investment and other income added $579,654.
How the The Orthopaedic Institute, P.a. 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 348 | $26.7 million | $1.91 million | $691,879 |
| 2017 | 367 | $32.8 million | $2.19 million | $817,434 |
| 2018 | 393 | $31.0 million | $2.11 million | $3.08 million |
| 2019 | 494 | $35.4 million | $24,513 | $901,177 |
| 2020 | 556 | $37.4 million | $2.05 million | $5.62 million |
| 2021 (final) | 566 | $0 | $2.06 million | $2.32 million |
The Orthopaedic Institute, P.a. 401(k) Contact Information
Questions about the The Orthopaedic Institute, P.a. 401(k)
Is the The Orthopaedic Institute, P.a 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN.
Does The Orthopaedic Institute, P.a contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $2.06 million, 100% of all contributions.
Does the The Orthopaedic Institute, P.a 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Orthopaedic Institute, P.a 401(k) plan?
566 participants at the start of plan year 2021.
Who manages the The Orthopaedic Institute, P.a 401(k) accounts?
ADP Retirement Services (listed on the filing as D.B. ROOT & COMPANY, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.