Original filing (PDF)20250320090806NAL0006568817001

WORCESTER COUNTY ORTHOPEDICS, LLP

Name: WORCESTER COUNTY ORTHOPEDICS, LLP — CENTRAL MA ORTHOPEDICS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WORCESTER COUNTY ORTHOPEDICS, LLP

Form 5500-SF

FILING_RECEIVED

CENTRAL MA ORTHOPEDICS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORCESTER COUNTY ORTHOPEDICS, LLP.

Plan sponsor

Name

WORCESTER COUNTY ORTHOPEDICS, LLP

EIN

02-0542759

Address

59 QUINSIGAMOND AVENUE · WORCESTER, MA · 01610

Phone

(508) 755-1559

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PERINATAL CARDIOLOGY CONSULTAN

PERINATAL CARDIOLOGY CONSULTAN 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 6 participants

MURRIETA VALLEY SURGERY ASSOCIATES MEDICAL GROUP

MURRIETA VALLEY SURGERY ASSOCIATES MEDICAL GROUP 401(K) PLAN

$1.3M · 69 participants

ALBANY CENTER FOR PAIN MANAGEMENT

MEDICAL PAIN MANAGEMENT SERVICES, LLC RETIREMENT PLAN

$1.3M · 38 participants

RAKESH K. DUA, PHYSICIAN, P.C.

RAKESH K. DUA, PHYSICIAN, P.C. DEFINED BENEFIT PLAN

$1.3M · 4 participants