Defined Benefit (Pension) · DOL Form 5500 · 2022

Orthosports Associates, LLC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
84
Participants Small participant base
48th
Percentile by assets National rank
$53,742
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthosports Associates, LLC Cash Balance Plan · Sponsored by Orthosports Associates, LLC · Alabama · Healthcare & Social Assistance

$5M in assets, 84 participants

Orthosports Associates, LLC's Orthosports Associates, LLC Cash Balance Plan reported $5M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,798 in Healthcare & Social Assistance (20,060 peers)

Orthosports Associates, LLC multi-year trail

Orthosports Associates, LLC's plans moved -99.9% in assets from 2022 to 2023; this filing shows Orthosports Associates, LLC Cash Balance Plan at $5M / 84 participants.

#10,798
in Healthcare & Social Assistance (20,060 peers)
-5.3%
assets change YoY

The plan reported a net loss of $251K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthosports Associates, LLC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthosports Associates, LLC Cash Balance Plan vs every filed plan by assets

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

$4,514,361 48th percentile higher than 48% 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

Orthosports Associates, LLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthosports Associates, LLC Cash Balance Plan is a small filing (84 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 275501752 · Orthosports Associates, LLC PY 2022 · Defined Benefit (Pension)

Orthosports Associates, LLC Cash Balance Plan · $5M · 84 · 48th

  • BOOK $5M
  • BOOK 84
  • BOOK 48th
  • BOOK Defined Benefit (Pension)
  • BOOK near Enersys Cleveland Employees' Pension Plan
  • BOOK ind #10798

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 →

Orthosports Associates, LLC Cash Balance Plan in the asset neighbourhood

Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & TrustNorthwest Oral & Maxillofaci…$5MGrede Meadville Retirement PlanGrede Meadville Retirement P…$5MOrthosports Associates, LLC Cash Balance PlanOrthosports Associates, LLC …$5MEnersys Cleveland Employees' Pension PlanEnersys Cleveland Employees'…$5MNational Pretzel Company, Inc. Retirement Plan for Hourly-Paid EmployeesNational Pretzel Company, In…$5M
End-of-year total assets ($M) among Orthosports Associates, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Orthosports Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Orthosports Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6K 99.8623946999365% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $4.51M $0.01M ▼ -99.8%
Year Plans Participants Total Assets
2022 1 84 $5M
2023 1 N/A $6K

Orthosports Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$251K
Employer EIN275501752
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Orthosports Associates, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Orthosports Associates, LLC Cash Balance Plan, Total assets ($B): 0.004514361 · Participants: 84Orthosports Associates, LLC Cash Balance 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
Orthosports Associates, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Orthosports Associates, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Enersys Cleveland Employees' Pension Plan in PA ($5M); by covered participants it is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 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 Orthosports Associates, LLC Cash Balance Plan assets move in 2022?
Orthosports Associates, LLC Cash Balance Plan pulled back noticeably - down 5.3% during 2022, from $5M to $5M. Reported net income was -$251K.
How have Orthosports Associates, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Orthosports Associates, LLC's sponsor-wide assets declined 99.9%, from $5M to $6K.
Which Defined Benefit (Pension) plans are similar in size to Orthosports Associates, LLC Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Enersys Cleveland Employees' Pension Plan in PA ($5M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthosports Associates, LLC Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants, $12M in assets).