Defined Benefit (Pension) · DOL Form 5500 · 2022

Orthopaedic & Spine Center of the Rockies, P.C. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
120
Participants Small participant base
65th
Percentile by assets National rank
$83,163
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan · Sponsored by Orthopaedic & Spine Center of the Rockies, P.C. · Colorado · Healthcare & Social Assistance

$10M in assets, 120 participants

Orthopaedic & Spine Center of the Rockies, P.C.'s Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan reported $10M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,094 in Healthcare & Social Assistance (20,060 peers)

Coverage in Colorado

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan covers 120 participants in Colorado, about 32% of the average Colorado filer (state average ~376 per filing). Assets: $10M.

#14,094
in Healthcare & Social Assistance (20,060 peers)
+1.3%
assets growth YoY

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs every filed plan by assets

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

$9,979,549 Top 35% higher than 65% 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 & Spine Center of the Rockies, P.C. 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 & Spine Center of the Rockies, P.C. Cash Balance Plan sits mid-pack in the medium band (120 participants).

EBSA filing schedule strip

Filing strip 840593455 · Orthopaedic & Spine Center of the Rockies, P.C. PY 2022 · Defined Benefit (Pension)

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan · $10M · 120 · 65th

  • EOY $10M
  • 5500 120
  • ASSETS 65th
  • PCT Defined Benefit (Pension)
  • EIN near Carnival Qualified Retirement Plan
  • RANK ind #14094

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 Colorado →

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in the asset neighbourhood

Revised Pension Plan for Hourly Rated Employees of L3harris Cincinnati Electronics CorporationRevised Pension Plan for Hou…$10MPension Plan for Employees of Dayton Rogers Manufacturing Co.Pension Plan for Employees o…$10MCarnival Qualified Retirement PlanCarnival Qualified Retiremen…$10MSheet Metal Workers Local 441 Supplemental Pension PlanSheet Metal Workers Local 44…$10MOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$10M
End-of-year total assets ($M) among Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$125K
Employer EIN840593455
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic & Spine Center of the Rockies, P.C.)

Sponsor-wide plan assets over time

All Orthopaedic & Spine Center of the Rockies, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 32.73127001922786% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.5M $103M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 659 $77M
2023 2 724 $89M
2024 2 727 $103M

Nearby Defined Benefit (Pension) Plans in Colorado

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

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan, Total assets ($B): 0.009979549 · Participants: 120Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan side-by-side with 3 peers →

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Carnival Qualified Retirement Plan in FL ($10M); by covered participants it is Tuthill Corporation Hourly Employees Pension Plan in IL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 & Spine Center of the Rockies, P.C. Cash Balance Plan assets move in 2022? ▼
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan edged up modestly - up 1.3% during 2022, from $10M to $10M. Reported net income was $125K.
How have Orthopaedic & Spine Center of the Rockies, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic & Spine Center of the Rockies, P.C.'s sponsor-wide assets grew 32.7%, from $77M to $103M.
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carnival Qualified Retirement Plan in FL ($10M, 111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tuthill Corporation Hourly Employees Pension Plan in IL (120 participants, $30M 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 840593455.

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.