Plan5500

Orthoarizona Retirement Plan — Form 5500 plan (Orthopedic Specialists Of North America, Pllc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orthoarizona Retirement Plan is a benefit plan reported by Orthopedic Specialists Of North America, Pllc under EIN 26-0152289 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,064 participants and $77,989,948 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$78MPlan net assets, end of year$77,989,948
Participants1.1KCovered participants reported1,064
Assets / participant$73.3KComputed: assets ÷ participants$73,299 (computed)
Provider compensation$100.5K2 Schedule C provider row(s)$100,480
Plan sponsor
Orthopedic Specialists Of North America, Pllc
EIN
26-0152289
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,064 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$78M total assets
Net assets$78MLiabilities$0
Money in vs. money out
Total income / additions$19.3M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$4.5M
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$77,989,948
Total liabilities (EOY)
$0
Net assets (EOY)
$77,989,948
Net assets (BOY)
$60,731,593

Income & contributions

Employer contributions
$4,539,813
Participant contributions
$3,636,918
Total contributions
$8,726,596
Total income / additions
$19,303,239

Expenses & distributions

Benefits paid
$1,946,353
Administrative expenses
$98,531
Total expenses
$2,044,884
Net increase / (decrease)
$17,258,355
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$80.8K
    NONE · Direct $80.8K · Indirect $0
  2. 2
    Vanguard Advisers Inc.$19.6K
    NONE · Direct $19.6K

What to inspect next

Frequently asked questions

Who sponsors the Orthoarizona Retirement Plan?
Orthoarizona Retirement Plan is reported as sponsored by Orthopedic Specialists Of North America, Pllc (EIN 26-0152289, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Orthoarizona Retirement Plan?
The latest Form 5500 filing year loaded for Orthoarizona Retirement Plan is 2023.
How many participants does Orthoarizona Retirement Plan report?
Orthoarizona Retirement Plan reports 1,064 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Orthoarizona Retirement Plan?
Orthoarizona Retirement Plan reports $77,989,948 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages