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  2. ORTHOMIDWEST, INC.
Sponsor portfolio

ORTHOMIDWEST, INC.

EIN 06-1714644-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
97
374 WEST SPRING STREET - COLUMBUS, OH 43215614-223-1134
Plans on this EIN
2 filings
#001401k-$5.1M - 60 part#002CashBalance-$2.0M - 37 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • CASH BALANCE PENSION (#002)28%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)60
  • CASH BALANCE PENSION (#002)37
Total 97Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTHOMIDWEST, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.1M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORTHOMIDWEST, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.0M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOMIDWEST, INC. 401(K) PROFIT SHARING PLAN401k$5.1M602024
002ORTHOMIDWEST, INC. CASH BALANCE PENSION PLANCashBalance$2.0M372024
Retirement plans
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