Defined Benefit (Pension) · DOL Form 5500 · 2022

Vail-Summit Orthopaedics, PC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
99
Participants Small participant base
54th
Percentile by assets National rank
$60,351
Avg per participant Low balance/head
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Official DOL plan name: Vail-Summit Orthopaedics, PC Cash Balance Plan · Sponsored by Vail-Summit Orthopaedics, PC · Colorado · Healthcare & Social Assistance

$6M in assets, 99 participants

Vail-Summit Orthopaedics, PC's Vail-Summit Orthopaedics, PC Cash Balance Plan reported $6M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,052 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Vail-Summit Orthopaedics, PC Cash Balance Plan holds $6M for 99 participants - about $60,351 per participant, above the median plan by assets.

#12,052
in Healthcare & Social Assistance (20,060 peers)
+4.7%
assets growth YoY

Vail-Summit Orthopaedics, PC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Vail-Summit Orthopaedics, PC Cash Balance Plan vs every filed plan by assets

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

$5,974,731 Top 46% higher than 54% 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

Vail-Summit Orthopaedics, PC 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. Vail-Summit Orthopaedics, PC Cash Balance Plan is a small filing (99 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 680501385 · Vail-Summit Orthopaedics, PC PY 2022 · Defined Benefit (Pension)

Vail-Summit Orthopaedics, PC Cash Balance Plan · $6M · 99 · 54th

  • 5500 $6M
  • ASSETS 99
  • PCT 54th
  • EIN Defined Benefit (Pension)
  • RANK near Plastic Trim, LLC Hourly Employees Pension Plan
  • PHOTO ind #12052

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 Colorado →

Vail-Summit Orthopaedics, PC Cash Balance Plan in the asset neighbourhood

Plastic Trim, LLC Hourly Employees Pension PlanPlastic Trim, LLC Hourly Emp…$6MHallmark Retiree Pension Plan$6MCiti Equities, Inc. Cash Balance Pension Plan and TrustCiti Equities, Inc. Cash Bal…$6MVail-Summit Orthopaedics, PC Cash Balance PlanVail-Summit Orthopaedics, PC…$6MNon-Contributory Pension Plan of Ilpea Industries, Inc.Non-Contributory Pension Pla…$6M
End-of-year total assets ($M) among Vail-Summit Orthopaedics, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$269K
Employer EIN680501385
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vail-Summit Orthopaedics, PC)

Sponsor-wide plan assets over time

All Vail-Summit Orthopaedics, PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $21.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 199 $22M
2023 2 225 $24M
2024 1 119 N/A

Nearby Defined Benefit (Pension) Plans in Colorado

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

Vail-Summit Orthopaedics, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Vail-Summit Orthopaedics, PC Cash Balance Plan, Total assets ($B): 0.005974731 · Participants: 99Vail-Summit Orthopaedics, PC Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Vail-Summit Orthopaedics, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Vail-Summit Orthopaedics, PC Cash Balance Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Plastic Trim, LLC Hourly Employees Pension Plan in OH ($6M); by covered participants it is Retirement Plan for Non-Bargaining Employees of Times Super Market, Ltd. in HI (99 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 Vail-Summit Orthopaedics, PC Cash Balance Plan assets move in 2022? ▼
Vail-Summit Orthopaedics, PC Cash Balance Plan edged up modestly - up 4.7% during 2022, from $6M to $6M. Reported net income was $269K.
Which Defined Benefit (Pension) plans are similar in size to Vail-Summit Orthopaedics, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plastic Trim, LLC Hourly Employees Pension Plan in OH ($6M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vail-Summit Orthopaedics, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Non-Bargaining Employees of Times Super Market, Ltd. in HI (99 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 680501385.

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.