Plan Ledger DOL Form 5500 · updated monthly

Orthopediatrics, Corp.401(k)

ORTHOPEDIATRICS, CORP. 401(K) RETIREMENT PLAN · WARSAW, IN · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Orthopediatrics, Corp. reported $8,281 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,515 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 fell from 0.37% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 476th-largest of 1,562 plans among Indiana employers on file, and the 3,087th of 11,911 in health care & social assistance. In 2025, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 134 to 197 since 2022.

Plan summary
Net assets, end of year$25,959,783
Participants with balances244
Active participants197
Employer contributions$692,525
Employee contributions$1,852,580
Employer contribution per active participant$3,515
Average account balance$106,393
Benefits paid to participants$2,647,637
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.0M · 244 accts · $693K emplr
2024$20.6M · 245 accts · $881K emplr
2023$15.9M · 217 accts · $997K emplr
2022$8.7M · 159 accts · $622K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,281
Total administrative$8,281
The Orthopediatrics, Corp. 401(k) match · 2025
Employer contribution per active participant$3,515
Median for plans this size$2,666
2025$3,515 per active participant
2024$4,154 per active participant
2023$5,509 per active participant
2022$4,639 per active participant

Orthopediatrics, Corp.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CAPITAL GROUP RETIREMENT PLAN SERVI$5,825
MBC RETIREMENT SERVICES, INC. · Contract administrator$3,630

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

Administrative cost history4
2025$8,281 · 0.04%
2024$29,579 · 0.16%
2023$16,957 · 0.14%
2022$31,934 · 0.37%
Similar plansHealth Care & Social Assistance · Indiana
Aspire Indiana Inc. IN$28.9M · 0.13%
Orthopaedic Associates Inc. IN$27.3M · 0.52%
Hamilton Center, Inc. IN$26.4M · 0.46%
Lifespring, Inc. IN$25.1M · 0.34%
Womens Health Care, P.C. IN$24.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261761833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.