How big is Orthowest's plan?

Orthowest's plan reported $9K in assets and 15 participants for 2024.

Original filing (PDF)20250729141356NAL0004862096001

Orthowest

Name: Orthowest — Orthowest SOCA Benefit Plan, Form 5500 (2024)
Creator: Orthowest
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orthowest SOCA Benefit Plan

Health & welfare plan · Orthowest's Orthowest SOCA Benefit Plan held $9K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed Orthowest's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Orthowest's EIN is 34-1972292.

EIN 34-1972292

Plan number 502

Plan year 2024

ACK ID 20250729141356NAL0004862096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orthowest from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orthowest's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOWEST.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ORTHOWEST

EIN

all filings

Address

7255 OLD OAK BLVD · C-405 · MIDDLEBURG HEIGHTS, OH · 44130

Phone

(440) 816-5398

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

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