Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEARTLAND ORTHOPEDIC SPECIALISTS, PA 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 10 | 2025 | |
| 003 | HEARTLAND ORTHOPEDIC SPECIALISTS, PA CASH BALANCE PLAN | CashBalance | $4.4M | 10 | 2025 |