Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC.
EIN 31-0735678medical practiceLatest filing 2025
Plans
3
Retirement
2
$7.6M assets
Welfare
1
Participants
29
5491 FAR HILLS AVENUE - DAYTON, OH 45429937-436-5763drjonpaley.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.6M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN
401k
Assets$3.9M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAYTON ORTHOPAEDIC SURGERY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN | 401k | $3.9M | 22 | 2025 | |
| 002 | DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.7M | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAYTON ORTHOPAEDIC SURGERY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans