Plan5500

Orthoalliance 401(K) Plan — Form 5500 plan (Orthoalliance Mso, LLC)

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, Orthoalliance 401(K) Plan is a benefit plan reported by Orthoalliance Mso, LLC under EIN 31-1483173 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,185 participants and $183,760,968 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$183.8MPlan net assets, end of year$183,754,634
Participants2.2KCovered participants reported2,185
Assets / participant$84.1KComputed: assets ÷ participants$84,101 (computed)
Provider compensation$14.4K3 Schedule C provider row(s)$14,400
Plan sponsor
Orthoalliance Mso, LLC
EIN
31-1483173
Plan number
001
Plan type
3
Location
Cincinnati, OH
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
    2,185 participants · 3Sch 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)$183.8M total assets
Net assets$183.8MLiabilities$6.3K
Money in vs. money out
Total income / additions$86.3M
Total expenses$8.4M
Benefits paid / distributions$8.2M
Contributions
Employer$14.5M
Participant$12.1M
Full reported line items

Net assets

Total assets (EOY)
$183,760,968
Total liabilities (EOY)
$6,334
Net assets (EOY)
$183,754,634
Net assets (BOY)
$103,825,508

Income & contributions

Employer contributions
$14,534,572
Participant contributions
$12,135,041
Total contributions
$61,169,872
Total income / additions
$86,300,517

Expenses & distributions

Benefits paid
$8,187,902
Administrative expenses
$200,012
Total expenses
$8,387,914
Net increase / (decrease)
$77,912,603
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 54%Participant 46%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income9%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
    Morningstar Investment Management$7.9K
    SERVICE PROVIDER · Direct $7.9K
  2. 2
    Voya Retirement Advisors, LLC$6.5K
    SERVICE PROVIDER · Direct $6.5K
  3. 3
    Voya Retirement Insurance And Annui$0
    SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Orthoalliance 401(K) Plan?
Orthoalliance 401(K) Plan is reported as sponsored by Orthoalliance Mso, LLC (EIN 31-1483173, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Orthoalliance 401(K) Plan?
The latest Form 5500 filing year loaded for Orthoalliance 401(K) Plan is 2023.
How many participants does Orthoalliance 401(K) Plan report?
Orthoalliance 401(K) Plan reports 2,185 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Orthoalliance 401(K) Plan?
Orthoalliance 401(K) Plan reports $183,760,968 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