Defined Benefit (Pension) · DOL Form 5500 · 2022

Orthopedic Medical Center Inc. Pension Plan

Data updated 2026-08-25

$579K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$82,766
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopedic Medical Center Cash Balance Plan · Sponsored by Orthopedic Medical Center Inc. · California · Healthcare & Social Assistance

$579K in assets, 7 participants

Orthopedic Medical Center Inc.'s Orthopedic Medical Center Cash Balance Plan reported $579K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,145 in Healthcare & Social Assistance (20,060 peers)

Orthopedic Medical Center Inc. multi-year trail

Orthopedic Medical Center Inc.'s plans moved +14.7% in assets from 2022 to 2023; this filing shows Orthopedic Medical Center Cash Balance Plan at $579K / 7 participants.

#3,145
in Healthcare & Social Assistance (20,060 peers)
-22.4%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Medical Center Cash Balance Plan among the smaller filed plans by assets

Orthopedic Medical Center Cash Balance Plan vs every filed plan by assets

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

$579,359 20th percentile higher than 20% 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

Orthopedic Medical Center Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic Medical Center Cash Balance Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 953524201 · Orthopedic Medical Center Inc. PY 2022 · Defined Benefit (Pension)

Orthopedic Medical Center Cash Balance Plan · $579K · 7 · 20th

  • EIN $579K
  • EIN 7
  • EIN 20th
  • EIN Defined Benefit (Pension)
  • EIN near Pai Orthodontics PLLC Cash Balance Plan
  • EIN ind #3145

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 California →

Orthopedic Medical Center Cash Balance Plan in the asset neighbourhood

Orthopedic Medical Center Cash Balance PlanOrthopedic Medical Center Ca…$579KPai Orthodontics PLLC Cash Balance PlanPai Orthodontics PLLC Cash B…$579KMetro Cardiovascular Consultants, Ltd. Cash Balance PlanMetro Cardiovascular Consult…$580KAm Pulmonary Care PC Defined Benefit Pension PlanAm Pulmonary Care PC Defined…$578KWindow Cleaners Local 16 Pension FundWindow Cleaners Local 16 Pen…$583K
End-of-year total assets ($M) among Orthopedic Medical Center Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Orthopedic Medical Center Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orthopedic Medical Center Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$664K 14.660512739078879% vs 2022
2023 filing year
$0.55M$0.6M$0.65M$0.7M 20222023 $0.58M $0.66M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 7 $579K
2023 1 8 $664K

Orthopedic Medical Center Inc. filing trail (2022)

Total Assets (Beginning of Year)$747K
Net Assets (End of Year)$579K
Net Income-$167K
Employer EIN953524201
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Orthopedic Medical Center Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Orthopedic Medical Center Cash Balance Plan, Total assets ($B): 0.000579359 · Participants: 7Orthopedic Medical Center Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Orthopedic Medical Center Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Orthopedic Medical Center Cash Balance Plan side-by-side with 3 peers →

Orthopedic Medical Center Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pai Orthodontics PLLC Cash Balance Plan in NY ($579K); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Orthopedic Medical Center Cash Balance Plan assets move in 2022? ▼
Orthopedic Medical Center Cash Balance Plan declined sharply - down 22.4% during 2022, from $747K to $579K. Reported net income was -$167K.
How have Orthopedic Medical Center Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthopedic Medical Center Inc.'s sponsor-wide assets grew 14.7%, from $579K to $664K.
Where does Orthopedic Medical Center Cash Balance Plan rank by assets among Form 5500 filers? ▼
Orthopedic Medical Center Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Orthopedic Medical Center Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pai Orthodontics PLLC Cash Balance Plan in NY ($579K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopedic Medical Center Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M 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 953524201.

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.