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  2. Dayton Orthopaedic Surgery & Sports Medicine Center, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Dayton Orthopaedic Surgery & Sports Medicine Center, Inc.

EIN 31-0735678-medical practice-Latest filing 2025
Plans
3
Retirement
2
$7.6M assets
Health & Benefits
1
Participants
29
5491 FAR HILLS AVENUE - DAYTON, OH 45429937-436-5763drjonpaley.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401(k)-$3.9M - 22 part#002Traditional DB-$3.7M - 5 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING RETIREMENT PLAN (#001)$3.9M
  • DEFINED BENEFIT PLAN (#002)$3.7M
Total $7.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)22
  • DEFINED BENEFIT PLAN (#002)5
Total 27Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN

401(k)

Assets$3.9M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. DEFINED BENEFIT PLAN

Traditional DB

Assets$3.7M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DAYTON ORTHOPAEDIC SURGERY SOCA BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN401(k)$3.9M222025
#002DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. DEFINED BENEFIT PLANTraditional DB$3.7M52025
  • DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN$3.9M
    #001 · 401(k) · 202522
  • DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. DEFINED BENEFIT PLAN$3.7M
    #002 · Traditional DB · 20255

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DAYTON ORTHOPAEDIC SURGERY SOCA BENEFIT PLANSelf-funded-$002025
  • DAYTON ORTHOPAEDIC SURGERY SOCA BENEFIT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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