Defined Benefit (Pension) · DOL Form 5500 · 2022

Bluegrass Orthopaedics, Psc Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
160
Participants Small participant base
51st
Percentile by assets National rank
$31,581
Avg per participant Low balance/head
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Official DOL plan name: Bluegrass Orthopaedics, Psc Cash Balance Pension Plan · Sponsored by Bluegrass Orthopaedics, Psc · Kentucky · Healthcare & Social Assistance

$5M in assets, 160 participants

Bluegrass Orthopaedics, Psc's Bluegrass Orthopaedics, Psc Cash Balance Pension Plan reported $5M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,323 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan covers 160 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#11,323
in Healthcare & Social Assistance (20,060 peers)
+11.1%
assets growth YoY

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan vs every filed plan by assets

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

$5,052,970 Top 49% higher than 51% 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

Bluegrass Orthopaedics, Psc Cash Balance 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. Bluegrass Orthopaedics, Psc Cash Balance Pension Plan sits mid-pack in the medium band (160 participants).

Plan-year Form 5500 strip

Filing strip 475354567 · Bluegrass Orthopaedics, Psc PY 2022 · Defined Benefit (Pension)

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan · $5M · 160 · 51st

  • VS-ST $5M
  • BOY 160
  • SCH 51st
  • EBSA Defined Benefit (Pension)
  • PART near Group Retirement Income Plan No. 7
  • TYPE ind #11323

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 Kentucky →

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan in the asset neighbourhood

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension PlanBenjamin Broukhim, M.D., Inc…$5MRsr Hourly Pension - New York$5MBluegrass Orthopaedics, Psc Cash Balance Pension PlanBluegrass Orthopaedics, Psc …$5MGroup Retirement Income Plan No. 7Group Retirement Income Plan…$5MSpiro Boukas Dds PC Defined Benefit Pension PlanSpiro Boukas Dds PC Defined …$5M
End-of-year total assets ($M) among Bluegrass Orthopaedics, Psc Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$504K
Employer EIN475354567
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluegrass Orthopaedics, Psc)

Sponsor-wide plan assets over time

All Bluegrass Orthopaedics, Psc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.05M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 160 $5M
2023 1 192 $6M
2024 1 154 N/A

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Bluegrass Orthopaedics, Psc Cash Balance Pension Plan, Total assets ($B): 0.00505297 · Participants: 160Bluegrass Orthopaedics, Psc Cash Balance Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Bluegrass Orthopaedics, Psc Cash Balance Pension Plan side-by-side with 3 peers →

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Group Retirement Income Plan No. 7 in IL ($5M); by covered participants it is Retirement Plan for the Employees of the Jewish Home of Rochester in NY (160 participants). Same-state nearby plans are listed separately above.

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 Bluegrass Orthopaedics, Psc Cash Balance Pension Plan assets move in 2022? ▼
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan grew at a solid clip - up 11.1% during 2022, from $5M to $5M. Reported net income was $504K.
Which Defined Benefit (Pension) plans are similar in size to Bluegrass Orthopaedics, Psc Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Group Retirement Income Plan No. 7 in IL ($5M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bluegrass Orthopaedics, Psc Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for the Employees of the Jewish Home of Rochester in NY (160 participants, $14M 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 475354567.

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.