· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UPPER BUCKS ORTHOPAEDIC ASSOCIATION — UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250727105428NAL0000714529001
UPPER BUCKS ORTHOPAEDIC ASSOCIATION
Form 5500-SF
FILING_RECEIVED
UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
76
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UPPER BUCKS ORTHOPAEDIC ASSOCIATION
.
Find decision makers
Plan sponsor
Name
UPPER BUCKS ORTHOPAEDIC ASSOCIATION
EIN
23-1723665
Address
711 LAWN AVENUE, · PROFESSIONAL CENTER, BUILDING #3 · SELLERSVILLE, PA · 18960
Phone
(215) 257-3700
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ADVANCED DERMATOLOGY, P.C.
ADVANCED DERMATOLOGY 401(K) PLAN
$16.5M · 533 participants
HACKLEY COMMUNITY CARE CENTER, INC.
HACKLEY COMMUNITY CARE CENTER, INC. 403(B) PLAN
$16.5M · 299 participants
EDISON-METUCHEN ORTHOPAEDIC, PA
EDISON-METUCHEN ORTHOPAEDIC, PA EMPLOYEES' PROFIT SHARING PLAN
$16.5M · 83 participants
ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC
ORTHOTEXAS 401(K) PLAN
$16.5M · 86 participants
RETINA-VITREOUS SURGEONS OF CENTRAL NY, PC
RETINA-VITREOUS SURGEONS OF CENTRAL NY, PC EMPLOYEES' PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$16.5M · 101 participants
DERMATOLOGY, P.C.
DERMATOLOGY, P.C. 401(K) PLAN
$16.5M · 62 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
