Defined Benefit (Pension) · DOL Form 5500 · 2022

Orthopaedic Associates of Wisconsin, S.C. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
145
Participants Small participant base
78th
Percentile by assets National rank
$145,177
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan · Sponsored by Orthopaedic Associates of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$21M in assets, 145 participants

Orthopaedic Associates of Wisconsin, S.C.'s Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan reported $21M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,338 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan covers 145 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $21M.

#16,338
in Healthcare & Social Assistance (20,060 peers)
-4.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $872K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan's outsized position by total assets

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs every filed plan by assets

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

$21,050,620 Top 22% higher than 78% 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

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit 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 Associates of Wisconsin, S.C. Defined Benefit Plan sits mid-pack in the medium band (145 participants).

Plan-year Form 5500 strip

Filing strip 391101566 · Orthopaedic Associates of Wisconsin, S.C. PY 2022 · Defined Benefit (Pension)

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan · $21M · 145 · 78th

  • PCT $21M
  • PCT 145
  • PCT 78th
  • PCT Defined Benefit (Pension)
  • PCT near Sandmeyer Steel Company Employees' Pension Plan
  • PCT ind #16338

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 Wisconsin →

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan in the asset neighbourhood

Pacific Guardian Life Insurance Company, Ltd. Retirement PlanPacific Guardian Life Insura…$21MSandmeyer Steel Company Employees' Pension PlanSandmeyer Steel Company Empl…$21MOrthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanOrthopaedic Associates of Wi…$21MIntegris Health, Inc Retirement Plan BIntegris Health, Inc Retirem…$21MSuperior Refining Company Defined Benefit Pension PlanSuperior Refining Company De…$21M
End-of-year total assets ($M) among Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$872K
Employer EIN391101566
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopaedic Associates of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 35.782709207110045% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.1M $81.6M ▲ +35.8%
Year Plans Participants Total Assets
2022 2 325 $60M
2023 2 343 $71M
2024 2 360 $82M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan, Total assets ($B): 0.02105062 · Participants: 145Orthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan side-by-side with 3 peers →

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Sandmeyer Steel Company Employees' Pension Plan in PA ($21M); by covered participants it is Minneapolis Clinic Employees' Pension Plan in MN (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan assets move in 2022? ▼
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan edged down modestly - down 4.0% during 2022, from $22M to $21M. Reported net income was -$872K.
How have Orthopaedic Associates of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Wisconsin, S.C.'s sponsor-wide assets grew 35.8%, from $60M to $82M.
Where does Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sandmeyer Steel Company Employees' Pension Plan in PA ($21M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Minneapolis Clinic Employees' Pension Plan in MN (145 participants, $8M 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 391101566.

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.