Retirement plan

HILLSBORO ORTHOPEDIC GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: HILLSBORO ORTHOPEDIC GROUP, INC. - HILLSBORO ORTHOPEDIC GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: HILLSBORO ORTHOPEDIC GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLSBORO ORTHOPEDIC GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST, HILLSBORO ORTHOPEDIC GROUP, INC.

HILLSBORO ORTHOPEDIC GROUP, INC.EIN 93-0631766Plan #001PY 2023

349 SE 7TH AVE - HILLSBORO, OR 971234112503-648-9722hillsorthogroup.comLinkedIn1-10 employeesfine art

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+19.5% from 2022

Total participants

0.0% from 2022

Average account balance

$192,037

+19.5% from 2022

Annual return

15.09%

+28.09 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$219K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$192,037

$175,259+9.6%

$149,723+28.3%

$139,487+37.7%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.09%

166.82%-151.7pp

134.50%-119.4pp

373.84%-358.8pp

Employer contribution / active EE

$2,049

$5,478-62.6%

$4,821-57.5%

$4,755-56.9%

Participant deferral / active EE

$7,488

$6,522+14.8%

$5,682+31.8%

$6,713+11.5%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

HILLSBORO ORTHOPEDIC GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HILLSBORO ORTHOPEDIC GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion