Civic Intelligence

Occupational Orthopedic Surgery Inc.

Plan context: Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan

EIN 56-2565783 • Waltham, MA • 31 filings • 6 plans

P O Box 550226Waltham, MA 02455
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$192,064

2024 Contributions

$69,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,935,232$1,467,616$0200620162024YearValue
$192,064Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200620152024YearValue
3Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$192,064$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$192,064$0-
202313$191,225$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$191,225$0-
202213$189,002$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$189,002--
202113$188,528$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$188,528$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
202012$119,519$63,500$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-2$119,519$63,500$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
201922$56,013$58,276$29,138iApproximate average salary by contribution assumption: employee only about $728,450 at 4% or $485,633 at 6%; with 50% employer match about $485,633 at 4% or $323,756 at 6%; with 100% employer match about $364,225 at 4% or $242,817 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-2$56,013$55,934$27,967iApproximate average salary by contribution assumption: employee only about $699,175 at 4% or $466,117 at 6%; with 50% employer match about $466,117 at 4% or $310,744 at 6%; with 100% employer match about $349,588 at 4% or $233,058 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-0$0$2,342-
201823$684,120$462$154iApproximate average salary by contribution assumption: employee only about $3,850 at 4% or $2,567 at 6%; with 50% employer match about $2,567 at 4% or $1,711 at 6%; with 100% employer match about $1,925 at 4% or $1,283 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-1$682,991$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$1,129$462$154iApproximate average salary by contribution assumption: employee only about $3,850 at 4% or $2,567 at 6%; with 50% employer match about $2,567 at 4% or $1,711 at 6%; with 100% employer match about $1,925 at 4% or $1,283 at 6%.
201724$2,193,635$1,500$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$2,169,508$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-4$24,127$1,500$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
201624$2,198,696$3,300$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$2,025,469$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-4$173,227$3,300$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
201524$2,551,254$27,697$6,924iApproximate average salary by contribution assumption: employee only about $173,106 at 4% or $115,404 at 6%; with 50% employer match about $115,404 at 4% or $76,936 at 6%; with 100% employer match about $86,553 at 4% or $57,702 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$2,255,456$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-4$295,798$27,697$6,924iApproximate average salary by contribution assumption: employee only about $173,106 at 4% or $115,404 at 6%; with 50% employer match about $115,404 at 4% or $76,936 at 6%; with 100% employer match about $86,553 at 4% or $57,702 at 6%.
201424$2,935,232$29,618$7,405iApproximate average salary by contribution assumption: employee only about $185,113 at 4% or $123,408 at 6%; with 50% employer match about $123,408 at 4% or $82,272 at 6%; with 100% employer match about $92,556 at 4% or $61,704 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$2,554,931$0-
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-4$380,301$29,618$7,405iApproximate average salary by contribution assumption: employee only about $185,113 at 4% or $123,408 at 6%; with 50% employer match about $123,408 at 4% or $82,272 at 6%; with 100% employer match about $92,556 at 4% or $61,704 at 6%.
201323$1,886,944$133,220$44,407iApproximate average salary by contribution assumption: employee only about $1,110,167 at 4% or $740,111 at 6%; with 50% employer match about $740,111 at 4% or $493,407 at 6%; with 100% employer match about $555,083 at 4% or $370,056 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-2$1,685,121$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$201,823$33,220$11,073iApproximate average salary by contribution assumption: employee only about $276,833 at 4% or $184,556 at 6%; with 50% employer match about $184,556 at 4% or $123,037 at 6%; with 100% employer match about $138,417 at 4% or $92,278 at 6%.
201223$1,554,614$340,697$113,566iApproximate average salary by contribution assumption: employee only about $2,839,142 at 4% or $1,892,761 at 6%; with 50% employer match about $1,892,761 at 4% or $1,261,841 at 6%; with 100% employer match about $1,419,571 at 4% or $946,381 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$1,417,907$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$136,707$40,697$13,566iApproximate average salary by contribution assumption: employee only about $339,142 at 4% or $226,094 at 6%; with 50% employer match about $226,094 at 4% or $150,730 at 6%; with 100% employer match about $169,571 at 4% or $113,047 at 6%.
201123$1,136,810$239,954$79,985iApproximate average salary by contribution assumption: employee only about $1,999,617 at 4% or $1,333,078 at 6%; with 50% employer match about $1,333,078 at 4% or $888,719 at 6%; with 100% employer match about $999,808 at 4% or $666,539 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$1,050,097$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-2$86,713$39,954$19,977iApproximate average salary by contribution assumption: employee only about $499,425 at 4% or $332,950 at 6%; with 50% employer match about $332,950 at 4% or $221,967 at 6%; with 100% employer match about $249,713 at 4% or $166,475 at 6%.
201033$937,557$212,916$70,972iApproximate average salary by contribution assumption: employee only about $1,774,300 at 4% or $1,182,867 at 6%; with 50% employer match about $1,182,867 at 4% or $788,578 at 6%; with 100% employer match about $887,150 at 4% or $591,433 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$855,289$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY INC. DEFINED BENEF-2$41,134$26,458$13,229iApproximate average salary by contribution assumption: employee only about $330,725 at 4% or $220,483 at 6%; with 50% employer match about $220,483 at 4% or $146,989 at 6%; with 100% employer match about $165,363 at 4% or $110,242 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-2$41,134$26,458$13,229iApproximate average salary by contribution assumption: employee only about $330,725 at 4% or $220,483 at 6%; with 50% employer match about $220,483 at 4% or $146,989 at 6%; with 100% employer match about $165,363 at 4% or $110,242 at 6%.
200923$573,458$164,610$54,870iApproximate average salary by contribution assumption: employee only about $1,371,750 at 4% or $914,500 at 6%; with 50% employer match about $914,500 at 4% or $609,667 at 6%; with 100% employer match about $685,875 at 4% or $457,250 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN-3$563,759$154,911$51,637iApproximate average salary by contribution assumption: employee only about $1,290,925 at 4% or $860,617 at 6%; with 50% employer match about $860,617 at 4% or $573,744 at 6%; with 100% employer match about $645,463 at 4% or $430,308 at 6%.
Occupational Orthopedic Surgery Inc. 401(K) Profit Sharing Plan-3$9,699$9,699$3,233iApproximate average salary by contribution assumption: employee only about $80,825 at 4% or $53,883 at 6%; with 50% employer match about $53,883 at 4% or $35,922 at 6%; with 100% employer match about $40,413 at 4% or $26,942 at 6%.
200812$0$0-
OCCUPATIONAL ORTHOPEDIC SURGERY INC. DEFINED BENEF-2---
200712$0$0-
OCCUPATIONAL ORTHOPEDIC SURGERY INC. DEFINED BENEF-2---
200612$91,112$91,254$45,627iApproximate average salary by contribution assumption: employee only about $1,140,675 at 4% or $760,450 at 6%; with 50% employer match about $760,450 at 4% or $506,967 at 6%; with 100% employer match about $570,338 at 4% or $380,225 at 6%.
OCCUPATIONAL ORTHOPEDIC SURGERY, INC. DEFINED BENE PENSION PLAN-2$91,112$91,254$45,627iApproximate average salary by contribution assumption: employee only about $1,140,675 at 4% or $760,450 at 6%; with 50% employer match about $760,450 at 4% or $506,967 at 6%; with 100% employer match about $570,338 at 4% or $380,225 at 6%.