Defined Benefit (Pension) · DOL Form 5500 · 2022

Excel Orthopaedic Specialists Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
98
Participants Small participant base
50th
Percentile by assets National rank
$49,886
Avg per participant Low balance/head
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Official DOL plan name: Excel Orthopaedic Specialists Cash Balance Plan · Sponsored by Excel Orthopaedic Specialists · Massachusetts · Healthcare & Social Assistance

$5M in assets, 98 participants

Excel Orthopaedic Specialists's Excel Orthopaedic Specialists Cash Balance Plan reported $5M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,160 in Healthcare & Social Assistance (20,060 peers)

Excel Orthopaedic Specialists multi-year trail

Excel Orthopaedic Specialists's plans moved +58.2% in assets from 2022 to 2024; this filing shows Excel Orthopaedic Specialists Cash Balance Plan at $5M / 98 participants.

#11,160
in Healthcare & Social Assistance (20,060 peers)
-24.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Orthopaedic Specialists Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Excel Orthopaedic Specialists Cash Balance Plan vs every filed plan by assets

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

$4,888,794 Top 50% higher than 50% 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

Excel Orthopaedic Specialists Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Orthopaedic Specialists Cash Balance Plan is a small filing (98 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042746756 · Excel Orthopaedic Specialists PY 2022 · Defined Benefit (Pension)

Excel Orthopaedic Specialists Cash Balance Plan · $5M · 98 · 50th

  • 5500 $5M
  • ASSETS 98
  • PCT 50th
  • EIN Defined Benefit (Pension)
  • RANK near Sean H Moshiri & Associates Defined Benefit Plan and Trust
  • PHOTO ind #11160

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 Massachusetts →

Excel Orthopaedic Specialists Cash Balance Plan in the asset neighbourhood

Meharry Medical College Retirement Income PlanMeharry Medical College Reti…$5MPacifictech Molded Products Inc Defined Benefit Pension PlanPacifictech Molded Products …$5MPension Plan for Reynolds BargainingPension Plan for Reynolds Ba…$5MExcel Orthopaedic Specialists Cash Balance PlanExcel Orthopaedic Specialist…$5MSean H Moshiri & Associates Defined Benefit Plan and TrustSean H Moshiri & Associates …$5M
End-of-year total assets ($M) among Excel Orthopaedic Specialists Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Excel Orthopaedic Specialists multi-year asset trail

Sponsor-wide plan assets over time

All Excel Orthopaedic Specialists plans reported in each filing year

Latest sponsor-wide plan assets
$36M 58.227662769679554% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.6M $35.8M ▲ +58.3%
Year Plans Participants Total Assets
2022 2 196 $23M
2023 2 184 $29M
2024 2 213 $36M

Excel Orthopaedic Specialists filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN042746756
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Excel Orthopaedic Specialists Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Excel Orthopaedic Specialists Cash Balance Plan, Total assets ($B): 0.004888794 · Participants: 98Excel Orthopaedic Specialists Cash Balance PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Excel Orthopaedic Specialists Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Excel Orthopaedic Specialists Cash Balance Plan side-by-side with 3 peers →

Excel Orthopaedic Specialists Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Sean H Moshiri & Associates Defined Benefit Plan and Trust in CA ($5M); by covered participants it is Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in AL (98 participants). Same-state nearby plans are listed separately above.

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 Excel Orthopaedic Specialists Cash Balance Plan assets move in 2022? ▼
Excel Orthopaedic Specialists Cash Balance Plan declined sharply - down 24.6% during 2022, from $6M to $5M. Reported net income was -$2M.
How have Excel Orthopaedic Specialists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Orthopaedic Specialists's sponsor-wide assets grew 58.2%, from $23M to $36M.
Which Defined Benefit (Pension) plans are similar in size to Excel Orthopaedic Specialists Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sean H Moshiri & Associates Defined Benefit Plan and Trust in CA ($5M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excel Orthopaedic Specialists Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in AL (98 participants, $9M 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 042746756.

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.