Defined Benefit (Pension) · DOL Form 5500 · 2022

Pinnacle Orthopaedics & Sports Medicine Specialists, LLC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
138
Participants Small participant base
51st
Percentile by assets National rank
$36,340
Avg per participant Low balance/head
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Official DOL plan name: Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan · Sponsored by Pinnacle Orthopaedics & Sports Medicine Specialists, LLC · Georgia · Healthcare & Social Assistance

$5M in assets, 138 participants

Pinnacle Orthopaedics & Sports Medicine Specialists, LLC's Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan reported $5M in total assets and 138 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.

  • #11,286 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan covers 138 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#11,286
in Healthcare & Social Assistance (20,060 peers)
-10.4%
assets change YoY

The plan reported a net loss of $581K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan vs every filed plan by assets

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

$5,014,922 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

Pinnacle Orthopaedics & Sports Medicine, LLC 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. Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan sits mid-pack in the medium band (138 participants).

Form 5500 schedule snapshot

Filing strip 582293749 · Pinnacle Orthopaedics & Sports Medicine Specialists, LLC PY 2022 · Defined Benefit (Pension)

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan · $5M · 138 · 51st

  • RANK $5M
  • RANK 138
  • RANK 51st
  • RANK Defined Benefit (Pension)
  • RANK near Multimedia Graphic Network, Inc. Defined Benefit Pension Plan
  • RANK ind #11286

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 Georgia →

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan in the asset neighbourhood

Retirement Plan for Employees of South Coast Medical CenterRetirement Plan for Employee…$5MSud-Chemie Inc. Union Employees' Retirement Plan and Trust AgreementSud-Chemie Inc. Union Employ…$5MPinnacle Orthopaedics & Sports Medicine, LLC Cash Balance PlanPinnacle Orthopaedics & Spor…$5MMultimedia Graphic Network, Inc. Defined Benefit Pension PlanMultimedia Graphic Network, …$5MLori Napoli, LLC Defined Benefit Pension PlanLori Napoli, LLC Defined Ben…$5M
End-of-year total assets ($M) among Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$581K
Employer EIN582293749
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Orthopaedics & Sports Medicine Specialists, LLC)

Sponsor-wide plan assets over time

All Pinnacle Orthopaedics & Sports Medicine Specialists, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21K 99.9271505994725% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $28.2M $0.02M ▼ -99.9%
Year Plans Participants Total Assets
2022 2 299 $28M
2023 2 379 $6M
2024 1 143 $21K

Nearby Defined Benefit (Pension) Plans in Georgia

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

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan, Total assets ($B): 0.005014922 · Participants: 138Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance PlanUPS Retirement Plan, Total assets ($B): 22.022408253 · Participants: 52821UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 14.822086516 · Participants: 25663The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 11.867504693 · Participants: 68592UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.568572149 · Participants: 151682UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.354895526 · Participants: 15951Delta Retirement Plan
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan side-by-side with 3 peers →

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Multimedia Graphic Network, Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is Caterpillar Global Mining Legacy Hourly Employees' Pension Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan assets move in 2022? ▼
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan pulled back noticeably - down 10.4% during 2022, from $6M to $5M. Reported net income was -$581K.
How have Pinnacle Orthopaedics & Sports Medicine Specialists, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Orthopaedics & Sports Medicine Specialists, LLC's sponsor-wide assets declined 99.9%, from $28M to $21K.
Which Defined Benefit (Pension) plans are similar in size to Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Multimedia Graphic Network, Inc. Defined Benefit Pension Plan in CA ($5M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Caterpillar Global Mining Legacy Hourly Employees' Pension Plan in TX (138 participants, $49M 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 582293749.

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.