Defined Benefit (Pension) · DOL Form 5500 · 2022

Ora Orthopedics, P.C. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
316
Participants Below avg headcount
49th
Percentile by assets National rank
$14,549
Avg per participant Low balance/head
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Official DOL plan name: Ora Orthopedics, P.C. Cash Balance Plan · Sponsored by Ora Orthopedics, P.C. · Iowa · Healthcare & Social Assistance

$5M in assets, 316 participants

Ora Orthopedics, P.C.'s Ora Orthopedics, P.C. Cash Balance Plan reported $5M in total assets and 316 participants in its 2022 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,883 in Healthcare & Social Assistance (20,060 peers)

Ora Orthopedics, P.C. multi-year trail

Ora Orthopedics, P.C.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Ora Orthopedics, P.C. Cash Balance Plan at $5M / 316 participants.

#10,883
in Healthcare & Social Assistance (20,060 peers)
+103.9%
assets growth YoY

Ora Orthopedics, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ora Orthopedics, P.C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,597,465 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ora Orthopedics, P.C. Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ora Orthopedics, P.C. Cash Balance Plan sits mid-pack in the medium band (316 participants).

EBSA filing schedule strip

Filing strip 362691642 · Ora Orthopedics, P.C. PY 2022 · Defined Benefit (Pension)

Ora Orthopedics, P.C. Cash Balance Plan · $5M · 316 · 49th

  • NET $5M
  • NET 316
  • NET 49th
  • NET Defined Benefit (Pension)
  • NET near The Restated Noncontributory Retirement Plan for Cooperatives
  • NET ind #10883

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Ora Orthopedics, P.C. Cash Balance Plan in the asset neighbourhood

Ora Orthopedics, P.C. Cash Balance PlanOra Orthopedics, P.C. Cash B…$5MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$5MEvans Bank, N.a. Pension Plan$5MEgbert Saavedra, Md, PLLC Defined Benefit PlanEgbert Saavedra, Md, PLLC De…$5MUtah Valley Pediatrics, PLLC Cash Balance Pension PlanUtah Valley Pediatrics, PLLC…$5M
End-of-year total assets ($M) among Ora Orthopedics, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ora Orthopedics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ora Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 45.04585045840318% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $61.1M $88.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 2 632 $61M
2023 2 675 $75M
2024 2 793 $89M

Ora Orthopedics, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN362691642
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ora Orthopedics, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Ora Orthopedics, P.C. Cash Balance Plan, Total assets ($B): 0.004597465 · Participants: 316Ora Orthopedics, P.C. Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Ora Orthopedics, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Ora Orthopedics, P.C. Cash Balance Plan side-by-side with 3 peers →

Ora Orthopedics, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in NE ($5M); by covered participants it is First Citizens Bank & Trust Company, Inc. Pension Plan in NC (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ora Orthopedics, P.C. Cash Balance Plan assets move in 2022? ▼
Ora Orthopedics, P.C. Cash Balance Plan surged - up 103.9% during 2022, from $2M to $5M. Reported net income was $2M.
How have Ora Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ora Orthopedics, P.C.'s sponsor-wide assets grew 45.0%, from $61M to $89M.
Which Defined Benefit (Pension) plans are similar in size to Ora Orthopedics, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in NE ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ora Orthopedics, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Bank & Trust Company, Inc. Pension Plan in NC (316 participants, $201M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362691642.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.