Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Centers of Wisconsin, S.C.401(k)

ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. 401(K) PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Orthopaedic Centers of Wisconsin, S.C. reported $4,111 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,037 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 2 years on file its reported administrative ratio rose from 0.013% to 0.013%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 596th-largest of 1,936 plans among Wisconsin employers on file, and the 2,618th of 11,911 in health care & social assistance. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has grown from 122 to 137 since 2022.

Plan summary
Net assets, end of year$32,252,507
Participants with balances158
Active participants137
Employer contributions$1,238,024
Employee contributions$1,066,139
Employer contribution per active participant$9,037
Average account balance$204,130
Benefits paid to participants$3,247,253
Plan auditUnmodified (clean) audit opinion
AuditorDS&B LTD
Plan history3
Yearassets · accounts · employer contribution
2024$32.3M · 158 accts · $1.2M emplr
2023$29.1M · 148 accts · $1.2M emplr
2022$22.4M · 140 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,111
Total administrative$4,111
The Orthopaedic Centers of Wisconsin, S.C. 401(k) match · 2024
Employer contribution per active participant$9,037
Median for plans this size$2,416
2024$9,037 per active participant
2023$8,804 per active participant
2022$8,789 per active participant

Orthopaedic Centers of Wisconsin, S.C.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$4,111 · 0.01%
2023$3,109 · 0.01%
2022$3,105 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Rennes Group, Inc. WI$31.3M · 0.32%
Krohn Clinic, LTD. WI$30.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391975482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.