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  2. MICHAEL H. BOOTHBY, MD PA
Sponsor portfolio

MICHAEL H. BOOTHBY, MD PA

EIN 20-5497151-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
199
2901 ACME BRICK PLAZA - FORT WORTH, TX 76109817-529-1900
Plans on this EIN
2 filings
#002CashBalance-$3.8M - 94 part#001401k-$3.3M - 105 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 199 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)105
  • CASH BALANCE PLAN (#002)94
Total 199Click 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#002

OSMI/FWE CASH BALANCE PLAN

CashBalance

Assets$3.8M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE ORTHOPEDIC & SPORTS MEDICINE INSTITUTE 401(K) & PROFIT SHARING PLAN

401k

Assets$3.3M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OSMI/FWE CASH BALANCE PLANCashBalance$3.8M942024
001THE ORTHOPEDIC & SPORTS MEDICINE INSTITUTE 401(K) & PROFIT SHARING PLAN401k$3.3M1052025
Retirement plans
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