Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#002)$10.1M
Filings through .
Top hat
Palm Beach Orthopaedic Institute, P.A.
EIN 65-0327403medical practiceLatest filing 2025
Plans
2
Retirement
2
$36.6M assets
Health & Benefits
0
Participants
231
4215 BURNS ROAD, SUITE 100 - PLAM BEACH GARDENS, FL 33410561-694-7776pboi.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.6M assets / 231 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN
401(k)
Assets$26.5M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. CASH BALANCE PLAN
Cash balance
Assets$10.1M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN | 401(k) | $26.5M | 132 | 2025 |
| #002 | PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. CASH BALANCE PLAN | Cash balance | $10.1M | 99 | 2025 |
- #001 · 401(k) · 2025132
- #002 · Cash balance · 202599
Retirement plans