Columbus Orthopaedic Clinic, P.a. Cash Balance Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

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Sponsored by Columbus Orthopaedic Clinic, P.a. · Mississippi · Healthcare & Social Assistance

What the 2023 filing shows

Columbus Orthopaedic Clinic, P.a. Cash Balance Plan holds N/A for 87 participants.

N/A
total plan assets (2022 EOY): 87
covered participants: $-1,045,636
reported net income

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

N/A

Participants

State

Mississippi

Industry

Healthcare & Social Assistance

What the Filing Says About Columbus Orthopaedic Clinic, P.a. Cash Balance Plan

Columbus Orthopaedic Clinic, P.a. Cash Balance Plan is a Other retirement plan sponsored by Columbus Orthopaedic Clinic, P.a., headquartered in Mississippi. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 87 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640934204, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-1,045,636 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$1M
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Net Income	$-1,045,636
Plan Type	Other
Employer EIN	640934204
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Columbus Orthopaedic Clinic, P.a.)

Year	Plans	Participants	Total Assets
2022	2	194	$11M
2023	1	101	$11M
2024	1	105	$10M

Nearby Other Plans in Mississippi

Peer Other plans — same state, same plan type — ranked by total assets.

Modine Manufacturing Company Frozen Pension Plan $161M · 876
Lt Corporation & Affiliates Employee Stock Ownership Plan $159M · 399
Telapex, Inc. Employee Stock Ownership Plan $159M · 1,610
Mdr Construction, Inc. Employee Stock Ownership Plan $94M · 349
Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan $81M · 887

Compare Columbus Orthopaedic Clinic, P.a. Cash B… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Columbus Orthopaedic Clinic, P.a. Cash Balance Plan? ▼

As of the 2022 Form 5500 filing, Columbus Orthopaedic Clinic, P.a. Cash Balance Plan holds N/A in total assets with 87 participants. It is sponsored by Columbus Orthopaedic Clinic, P.a..

What type of plan is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan? ▼

Columbus Orthopaedic Clinic, P.a. Cash Balance Plan is a Other plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 640934204.

Who sponsors the Columbus Orthopaedic Clinic, P.a. Cash Balance Plan? ▼

Columbus Orthopaedic Clinic, P.a. Cash Balance Plan is sponsored by Columbus Orthopaedic Clinic, P.a., located in Mississippi. The sponsor's EIN is 640934204 and the plan operates in the Healthcare & Social Assistance industry.

How did Columbus Orthopaedic Clinic, P.a. Cash Balance Plan perform in 2022? ▼

Columbus Orthopaedic Clinic, P.a. Cash Balance Plan held N/A in total assets at the end of 2022. Net income was $-1,045,636.

Where can I find official filings for Columbus Orthopaedic Clinic, P.a. Cash Balance Plan? ▼

Official Form 5500 filings for Columbus Orthopaedic Clinic, P.a. Cash Balance Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640934204 or plan name at efast.dol.gov.

How does Columbus Orthopaedic Clinic, P.a. Cash Balance Plan compare to other plans? ▼

You can compare Columbus Orthopaedic Clinic, P.a. Cash Balance Plan against other Other plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.