Plan Ledger DOL Form 5500 · updated monthly

Jacksonville Orthopaedic Institute, Inc.401(k)

JACKSONVILLE ORTHOPAEDIC INSTITUE, INC. 401(K) SALARY REDUCTION PLAN & TRUST · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Jacksonville Orthopaedic Institute, Inc. reported $135,569 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,783 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 379th-largest of 3,644 plans among Florida employers on file, and the 1,285th of 11,911 in health care & social assistance. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 291 to 388 since 2022.

Plan summary
Net assets, end of year$80,877,356
Participants with balances528
Active participants388
Employer contributions$1,855,736
Employee contributions$1,918,353
Employer contribution per active participant$4,783
Average account balance$153,177
Benefits paid to participants$9,354,227
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.9M · 528 accts · $1.9M emplr
2023$76.6M · 474 accts · $2.5M emplr
2022$67.4M · 481 accts · $2.2M emplr
The Jacksonville Orthopaedic Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$4,783
Median for plans this size$3,635
2024$4,783 per active participant
2023$6,954 per active participant
2022$7,459 per active participant

Jacksonville Orthopaedic Institute, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$42,186
INNOVEST PORTFOLIO SOLUTIONS LLC · Investment advisory (plan)$94,282

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$135,569 · 0.17%
2023$91,840 · 0.13%
2022$129,360 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Atlantic Dental Care, PLC FL$89.2M · 0.25%
Rotech Healthcare Inc. FL$74.7M · 0.59%
Trustbridge, Inc. FL$69.6M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593120987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.