Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Surgery, Inc. dba Agility Orthopedics401(k)

ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN · STONEHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Orthopedic Surgery, Inc. dba Agility Orthopedics reported $1,870 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,129 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 0.00% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,837th of 2,726), and the 5,486th of 11,911 in health care & social assistance. In 2024, the employer put in $1.35 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,768,610
Participants with balances116
Active participants65
Employer contributions$463,396
Employee contributions$344,073
Employer contribution per active participant$7,129
Average account balance$92,833
Benefits paid to participants$343,247
Plan auditUnmodified (clean) audit opinion
AuditorLITMANGERSON ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 116 accts · $463K emplr
2023$9.2M · 105 accts · $434K emplr
2022$8.3M · 140 accts · $913K emplr
The Orthopedic Surgery, Inc. dba Agility Orthopedics 401(k) match · 2024
Employer contribution per active participant$7,129
Median for plans this size$1,313
2024$7,129 per active participant
2023$7,226 per active participant
2022$14,730 per active participant

Orthopedic Surgery, Inc. dba Agility Orthopedics's 2024 employer contribution ran above the $1,313 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.

Service providers · 20241
ASCENSUS TRUST · Recordkeeping$1,894

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$1,870 · 0.02%
2023$8,450 · 0.10%
2022$420 · 0.00%
Similar plansHealth Care & Social Assistance · Massachusetts
Pathlight, Inc. MA$11.0M · 1.26%
Community Care Cooperative MA$10.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042455168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.