Plan Ledger DOL Form 5500 · updated monthly

Casper Orthopaedic Associates, PC401(k)

CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN · CASPER, WY · plan year 2023

Reported admin expense ratio · 2023
0.35%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Casper Orthopaedic Associates, PC reported $66,889 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $6,612 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 24th-largest of 81 plans among Wyoming employers on file, and the 3,615th of 11,911 in health care & social assistance. In 2023, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,597,548
Participants with balances123
Active participants93
Employer contributions$614,939
Employee contributions$596,468
Employer contribution per active participant$6,612
Average account balance$167,460
Benefits paid to participants$1,260,348
Plan auditUnmodified (clean) audit opinion
AuditorSSA, P.C.
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$900
Investment management$65,989
Total administrative$66,889
The Casper Orthopaedic Associates, PC 401(k) match · 2023
Employer contribution per active participant$6,612
Median for plans this size$2,440

Casper Orthopaedic Associates, PC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$66,889 · 0.35%
Similar plansHealth Care & Social Assistance · Wyoming
Ivinson Memorial Hospital WY$58.4M · 0.37%
Gem City Bone & Joint, P.C. WY$16.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830232125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.