Defined Benefit (Pension) · DOL Form 5500 · 2022

Southern Oregon Orthopedics, Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
144
Participants Small participant base
58th
Percentile by assets National rank
$50,304
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Orthopedics, Inc. Cash Balance Plan · Sponsored by Southern Oregon Orthopedics, Inc. · Oregon · Healthcare & Social Assistance

$7M in assets, 144 participants

Southern Oregon Orthopedics, Inc.'s Southern Oregon Orthopedics, Inc. Cash Balance Plan reported $7M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,849 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Southern Oregon Orthopedics, Inc. Cash Balance Plan covers 144 participants in Oregon, about 32% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#12,849
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY

The plan reported a net loss of $888K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Oregon Orthopedics, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Oregon Orthopedics, Inc. Cash Balance Plan vs every filed plan by assets

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

$7,243,706 Top 42% higher than 58% 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

Southern Oregon Orthopedics, Inc. 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. Southern Oregon Orthopedics, Inc. Cash Balance Plan sits mid-pack in the medium band (144 participants).

EBSA filing schedule strip

Filing strip 930587572 · Southern Oregon Orthopedics, Inc. PY 2022 · Defined Benefit (Pension)

Southern Oregon Orthopedics, Inc. Cash Balance Plan · $7M · 144 · 58th

  • PCT $7M
  • PCT 144
  • PCT 58th
  • PCT Defined Benefit (Pension)
  • PCT near Pension Fund of Moving Picture Machine Operators Union of Greater New York, Local 306
  • PCT ind #12849

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 Oregon →

Southern Oregon Orthopedics, Inc. Cash Balance Plan in the asset neighbourhood

Sbera Pension Plan as Adopted by Depositors Insurance FundSbera Pension Plan as Adopte…$7MPension Fund of Moving Picture Machine Operators Union of Greater New York, Local 306Pension Fund of Moving Pictu…$7MSouthern Oregon Orthopedics, Inc. Cash Balance PlanSouthern Oregon Orthopedics,…$7MSdi Technologies Inc. Pension PlanSdi Technologies Inc. Pensio…$7MWellman Industries, Inc. Hourly Employees' Pension PlanWellman Industries, Inc. Hou…$7M
End-of-year total assets ($M) among Southern Oregon Orthopedics, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$888K
Employer EIN930587572
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Orthopedics, Inc.)

Sponsor-wide plan assets over time

All Southern Oregon Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 407.65794470399544% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $7.24M $36.8M ▲ +407.9%
Year Plans Participants Total Assets
2022 1 144 $7M
2023 2 359 $31M
2024 2 389 $37M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Southern Oregon Orthopedics, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Southern Oregon Orthopedics, Inc. Cash Balance Plan, Total assets ($B): 0.007243706 · Participants: 144Southern Oregon Orthopedics, Inc. Cash Balance PlanXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Southern Oregon Orthopedics, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Southern Oregon Orthopedics, Inc. Cash Balance Plan side-by-side with 3 peers →

Southern Oregon Orthopedics, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Pension Fund of Moving Picture Machine Operators Union of Greater New York, Local 306 in NY ($7M); by covered participants it is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Southern Oregon Orthopedics, Inc. Cash Balance Plan assets move in 2022? ▼
Southern Oregon Orthopedics, Inc. Cash Balance Plan pulled back noticeably - down 10.9% during 2022, from $8M to $7M. Reported net income was -$888K.
How have Southern Oregon Orthopedics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Orthopedics, Inc.'s sponsor-wide assets grew 407.7%, from $7M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Southern Oregon Orthopedics, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Moving Picture Machine Operators Union of Greater New York, Local 306 in NY ($7M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Oregon Orthopedics, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (144 participants, $3M 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 930587572.

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.