Assets by plan
Share of aggregate retirement assets
Filings through .
Excel Orthopaedic Specialists
EIN 04-2746756medical practiceLatest filing 2025
Plans
3
Retirement
2
$43.3M assets
Health & Benefits
1
$1.2M premiums
Participants
462
200 UNICORN PARK, SUITE 201 - WOBURN, MA 01801781-782-1300excelortho.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $43.3M assets / 334 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ASCENSUS LLC$33.6M
- (Not disclosed)$9.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 150 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$68K
- Life$52K
- Short-term disability$52K
- Other$52K
- Vision$9K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN
401(k)
Assets$33.6M
Participants168
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
EXCEL ORTHOPAEDIC SPECIALISTS CASH BALANCE PLAN
Cash balance
Assets$9.6M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EXCEL ORTHOPAEDIC SPECIALISTS, INC. BENEFIT WELFARE PLAN
Fully insured - MASS GENERAL BRIGHAM HEALTH PLAN
Premiums$1.2M
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN | 401(k) | $33.6M | 168 | 2025 |
| #006 | EXCEL ORTHOPAEDIC SPECIALISTS CASH BALANCE PLAN | Cash balance | $9.6M | 166 | 2025 |
- #005 · 401(k) · 2025168
- #006 · Cash balance · 2025166
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EXCEL ORTHOPAEDIC SPECIALISTS, INC. BENEFIT WELFARE PLAN | Fully insured | MASS GENERAL BRIGHAM HEALTH PLAN | $1.2M | 150 | 2025 |
- #501 · Fully insured · MASS GENERAL BRIGHAM HEALTH PLAN · 2025150
Retirement plans
Health & Benefits plans