Defined Benefit (Pension) · DOL Form 5500 · 2022

Orthopedic & Sports Medicine Specialists of Green Bay Sc Pension Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets
131
Participants Small participant base
1st
Percentile by assets National rank
$95
Avg per participant Low balance/head
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Official DOL plan name: Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan · Sponsored by Orthopedic & Sports Medicine Specialists of Green Bay Sc · Wisconsin · Healthcare & Social Assistance

$12K in assets, 131 participants

Orthopedic & Sports Medicine Specialists of Green Bay Sc's Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan reported $12K in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

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

Coverage in Wisconsin

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan covers 131 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $12K.

#194
in Healthcare & Social Assistance (20,060 peers)
-99.9%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan among the smaller filed plans by assets

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs every filed plan by assets

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

$12,454 1st percentile higher than 1% 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

Orthopedic & Sports Medicine Specialists of Green Bay Sc 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. Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 261132759 · Orthopedic & Sports Medicine Specialists of Green Bay Sc PY 2022 · Defined Benefit (Pension)

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan · $12K · 131 · 1st

  • IND $12K
  • IND 131
  • IND 1st
  • IND Defined Benefit (Pension)
  • IND near Graphic Arts Pressroom Retirement Fund
  • IND ind #194

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 →

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in the asset neighbourhood

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance PlanOrthopedic & Sports Medicine…$12KGraphic Arts Pressroom Retirement FundGraphic Arts Pressroom Retir…$12KRetail Local 906 AFL-CIO Pension PlanRetail Local 906 AFL-CIO Pen…$12KEmployee Retirement Plan for Hourly Employees of Alstom Signaling Inc.Employee Retirement Plan for…$13KDnc Parks & Resorts at Yosemite, Inc. Pension PlanDnc Parks & Resorts at Yosem…$14K
End-of-year total assets ($M) among Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$12K
Net Income-$17M
Employer EIN261132759
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic & Sports Medicine Specialists of Green Bay Sc)

Sponsor-wide plan assets over time

All Orthopedic & Sports Medicine Specialists of Green Bay Sc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 48.93567871548329% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $36.4M ▲ +49.0%
Year Plans Participants Total Assets
2022 2 264 $24M
2023 2 272 $29M
2024 2 379 $36M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan, Total assets ($B): 0.000012454 · Participants: 131Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance 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
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Graphic Arts Pressroom Retirement Fund in MA ($12K); by covered participants it is Kennedy Valve Factory Employees Pension Plan in AL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan assets move in 2022? ▼
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan contracted severely - down 99.9% during 2022, from $17M to $12K. Reported net income was -$17M.
How have Orthopedic & Sports Medicine Specialists of Green Bay Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic & Sports Medicine Specialists of Green Bay Sc's sponsor-wide assets grew 48.9%, from $24M to $36M.
Where does Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan rank by assets among Form 5500 filers? ▼
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graphic Arts Pressroom Retirement Fund in MA ($12K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kennedy Valve Factory Employees Pension Plan in AL (131 participants, $25M in assets).