How big is BONE and Joint Surgeons, Inc.'s plan?

BONE and Joint Surgeons, Inc.'s plan reported $10.0M in assets and 6 participants for 2024.

Original filing (PDF)20250902071551NAL0014015601001

BONE and Joint Surgeons, Inc.

Name: BONE and Joint Surgeons, Inc. — BONE and Joint, Form 5500 (2024)
Creator: BONE and Joint Surgeons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BONE and Joint Surgeons, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · BONE and Joint Surgeons, Inc.'s BONE and Joint Surgeons, Inc. Profit Sharing 401(k) Plan held $10.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan identifiers

BONE and Joint Surgeons, Inc.'s EIN is 34-2045293.

EIN 34-2045293

Plan number 001

Plan year 2024

ACK ID 20250902071551NAL0014015601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BONE and Joint Surgeons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BONE and Joint Surgeons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BONE AND JOINT SURGEONS, INC.

EIN

all filings

Address

P.O. BOX 341587 · BEAVERCREEK, OH · 45434

Phone

(937) 424-5826

Industry

Health Care & Social Assistance

Plan administrator