Defined Benefit (Pension) · DOL Form 5500 · 2022
Orthopaedic Institute of Ohio, Inc. Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $75,450
- Avg per participant Below avg balance/head
Official DOL plan name: Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan · Sponsored by Orthopaedic Institute of Ohio, Inc. · Ohio · Healthcare & Social Assistance
$9M in assets, 116 participants
Orthopaedic Institute of Ohio, Inc.'s Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported $9M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,621 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $9M.
- #13,621
- in Healthcare & Social Assistance (20,060 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $190K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,752,181 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery 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. Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan sits mid-pack in the medium band (116 participants).
Form 5500 schedule snapshot
Filing strip 311562435 · Orthopaedic Institute of Ohio, Inc. PY 2022 · Defined Benefit (Pension)
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan · $9M · 116 · 62nd
- EBSA $9M
- PART 116
- TYPE 62nd
- NET Defined Benefit (Pension)
- BOOK near Retirement Plan for Hourly Employees of Love's Bakery, Inc.
- VS-ST ind #13621
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 Ohio →
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$190K |
| Employer EIN | 311562435 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Institute of Ohio, Inc.)
Sponsor-wide plan assets over time
All Orthopaedic Institute of Ohio, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 47.11250480162315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 421 | $48M |
| 2023 | 2 | 460 | $60M |
| 2024 | 2 | 455 | $71M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Hourly Employees of Love's Bakery, Inc. in HI ($9M); by covered participants it is Cotton Incorporated Pension Plan in NC (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Retirement Plan for Hourly Employees of Love's Bakery, Inc. (HI) $9M · N/A
- Retirement Plan for Employees of Piedmont Airlines, Inc. (MD) $9M · 190
- National Railway Labor Conference Supplemental Pension Plan (VA) $9M · 12
- Elliott/Drinkward Construction, Inc. Defined Benefit Pension Plan (CA) $9M · 108
Similar participant headcount
Nearest other-state filings by covered participants (116 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.