Defined Benefit (Pension) · DOL Form 5500 · 2022

The Orthopaedic Group, P.C. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
200
Participants Below avg headcount
73rd
Percentile by assets National rank
$74,929
Avg per participant Below avg balance/head
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Official DOL plan name: The Orthopaedic Group, P.C. Pension Plan · Sponsored by The Orthopaedic Group, P.C. · Alabama · Healthcare & Social Assistance

$15M in assets, 200 participants

The Orthopaedic Group, P.C.'s The Orthopaedic Group, P.C. Pension Plan reported $15M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,449 in Healthcare & Social Assistance (20,060 peers)

The Orthopaedic Group, P.C. multi-year trail

The Orthopaedic Group, P.C.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows The Orthopaedic Group, P.C. Pension Plan at $15M / 200 participants.

#15,449
in Healthcare & Social Assistance (20,060 peers)
-22.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Orthopaedic Group, P.C. Pension Plan's outsized position by total assets

The Orthopaedic Group, P.C. Pension Plan vs every filed plan by assets

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

$14,985,791 Top 27% higher than 73% 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

The Orthopaedic Group, P.C. Pension 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. The Orthopaedic Group, P.C. Pension Plan sits mid-pack in the medium band (200 participants).

EBSA filing schedule strip

Filing strip 631187140 · The Orthopaedic Group, P.C. PY 2022 · Defined Benefit (Pension)

The Orthopaedic Group, P.C. Pension Plan · $15M · 200 · 73rd

  • PCT $15M
  • EIN 200
  • RANK 73rd
  • PHOTO Defined Benefit (Pension)
  • IND near Visiting Nurse Association in Middlesex County Pension Plan
  • EOY ind #15449

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 Alabama →

The Orthopaedic Group, P.C. Pension Plan in the asset neighbourhood

Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust AgreementHorizon Telcom and Subsidiar…$15MThe Pension Trust Estate for Shopmen's Local Union No. 473The Pension Trust Estate for…$15MVisiting Nurse Association in Middlesex County Pension PlanVisiting Nurse Association i…$15MThe Orthopaedic Group, P.C. Pension PlanThe Orthopaedic Group, P.C. …$15MGlobal Partners LP Pension PlanGlobal Partners LP Pension P…$15M
End-of-year total assets ($M) among The Orthopaedic Group, P.C. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Orthopaedic Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All The Orthopaedic Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.337907723999926% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.8M $66.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 400 $55M
2023 2 410 $64M
2024 2 411 $66M

The Orthopaedic Group, P.C. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN631187140
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

The Orthopaedic Group, P.C. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants The Orthopaedic Group, P.C. Pension Plan, Total assets ($B): 0.014985791 · Participants: 200The Orthopaedic Group, P.C. Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
The Orthopaedic Group, P.C. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare The Orthopaedic Group, P.C. Pension Plan side-by-side with 3 peers →

The Orthopaedic Group, P.C. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Visiting Nurse Association in Middlesex County Pension Plan in NJ ($15M); by covered participants it is Dixon Hughes Goodman LLP Cash Balance Plan in NC (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 The Orthopaedic Group, P.C. Pension Plan assets move in 2022? ▼
The Orthopaedic Group, P.C. Pension Plan declined sharply - down 22.9% during 2022, from $19M to $15M. Reported net income was -$4M.
How have The Orthopaedic Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopaedic Group, P.C.'s sponsor-wide assets grew 21.3%, from $55M to $66M.
Which Defined Benefit (Pension) plans are similar in size to The Orthopaedic Group, P.C. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Visiting Nurse Association in Middlesex County Pension Plan in NJ ($15M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Orthopaedic Group, P.C. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dixon Hughes Goodman LLP Cash Balance Plan in NC (200 participants, N/A 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 631187140.

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.