How big is Orthopedic Trauma Association's plan?

Orthopedic Trauma Association's plan reported $1.9M in assets and 17 participants for 2024.

Original filing (PDF)20250714104048NAL0000796387001

Orthopedic Trauma Association

Name: Orthopedic Trauma Association — OTA 401(k) Plan, Form 5500 (2024)
Creator: Orthopedic Trauma Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTA 401(k) Plan

401(k) retirement plan · Orthopedic Trauma Association's OTA 401(k) Plan held $1.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kathleen Caswell signed Orthopedic Trauma Association's 2024 Form 5500 as plan administrator.

Kathleen Caswell — 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

Orthopedic Trauma Association's EIN is 68-0074461.

EIN 68-0074461

Plan number 001

Plan year 2024

ACK ID 20250714104048NAL0000796387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Orthopedic Trauma Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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