How big is Phoenix Orthopedic Group, P.C.'s plan?

Phoenix Orthopedic Group, P.C.'s plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250815080646NAL0023782466001

Phoenix Orthopedic Group, P.C.

Name: Phoenix Orthopedic Group, P.C. — Phoenix Orthopedic, Form 5500 (2024)
Creator: Phoenix Orthopedic Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Orthopedic Group, P.C. 401(k) Plan

401(k) retirement plan · Phoenix Orthopedic Group, P.C.'s Phoenix Orthopedic Group, P.C. 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Phoenix Orthopedic Group, P.C.'s EIN is 86-0220804.

EIN 86-0220804

Plan number 004

Plan year 2024

ACK ID 20250815080646NAL0023782466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Orthopedic Group, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Orthopedic Group, P.C.'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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PHOENIX ORTHOPEDIC GROUP, P.C.

EIN

all filings

Address

9941 N 95TH STREET · SUITE 101 · PHOENIX, AZ · 85258

Phone

(602) 277-1558

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator