Defined Benefit (Pension) · DOL Form 5500 · 2023

Tadje Orthopaedics LLC Pension Plan

Data updated 2026-08-25

$524K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$74,797
Avg per participant Below avg balance/head
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Official DOL plan name: Tadje Orthopaedics LLC Cash Balance Plan · Sponsored by Tadje Orthopaedics LLC · Idaho · Healthcare & Social Assistance

$524K in assets, 7 participants

Tadje Orthopaedics LLC's Tadje Orthopaedics LLC Cash Balance Plan reported $524K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,407 in Healthcare & Social Assistance (17,684 peers)

Tadje Orthopaedics LLC multi-year trail

Tadje Orthopaedics LLC's plans moved +103.0% in assets from 2022 to 2024; this filing shows Tadje Orthopaedics LLC Cash Balance Plan at $524K / 7 participants.

#2,407
in Healthcare & Social Assistance (17,684 peers)
+109.0%
assets growth YoY

Tadje Orthopaedics LLC Cash Balance Plan among the smaller filed plans by assets

Tadje Orthopaedics LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$523,578 18th percentile higher than 18% of 127,068 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 2023

Tadje Orthopaedics LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tadje Orthopaedics LLC Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tadje Orthopaedics LLC Cash Balance Plan end-of-year assets rose from $250K in the plan year 2022 filing to $524K in the plan year 2023 filing.
  • Tadje Orthopaedics LLC Cash Balance Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Tadje Orthopaedics LLC Cash Balance Plan reported net income rose from $250K in the plan year 2022 filing to $273K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473931833 · Tadje Orthopaedics LLC PY 2023 · Defined Benefit (Pension)

Tadje Orthopaedics LLC Cash Balance Plan · $524K · 7 · 18th

  • EBSA $524K
  • EBSA 7
  • EBSA 18th
  • EBSA Defined Benefit (Pension)
  • EBSA near The Katten Muchin Rosenman LLP Pension Plan
  • EBSA ind #2407

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 Idaho →

Tadje Orthopaedics LLC Cash Balance Plan in the asset neighbourhood

The Katten Muchin Rosenman LLP Pension PlanThe Katten Muchin Rosenman L…$529KPacesetter Productions Inc Defined Benefit Pension PlanPacesetter Productions Inc D…$533KTadje Orthopaedics LLC Cash Balance PlanTadje Orthopaedics LLC Cash …$524KSpringfield Water LLC Defined Benefit Pension PlanSpringfield Water LLC Define…$517KBryan Tunney Retirement Plan and TrustBryan Tunney Retirement Plan…$511K
End-of-year total assets ($M) among Tadje Orthopaedics LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tadje Orthopaedics LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tadje Orthopaedics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 103.00756273699419% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.04M $2.12M ▲ +103.8%
Year Plans Participants Total Assets
2022 2 13 $1M
2023 2 12 $2M
2024 3 24 $2M

Tadje Orthopaedics LLC filing trail (2023)

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)$524K
Net Income$273K
Employer EIN473931833
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

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

Tadje Orthopaedics LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.522.5 Total assets ($B) Participants Tadje Orthopaedics LLC Cash Balance Plan, Total assets ($B): 0.000523578 · Participants: 7Tadje Orthopaedics LLC Cash Balance PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension Plan
Tadje Orthopaedics LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Tadje Orthopaedics LLC Cash Balance Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest Defined Benefit (Pension) by assets is The Katten Muchin Rosenman LLP Pension Plan in IL ($529K); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tadje Orthopaedics LLC Cash Balance Plan assets move in 2023? ▼
Tadje Orthopaedics LLC Cash Balance Plan surged - up 109.0% during 2023, from $250K to $524K. Reported net income was $273K.
How have Tadje Orthopaedics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tadje Orthopaedics LLC's sponsor-wide assets grew 103.0%, from $1M to $2M.
Where does Tadje Orthopaedics LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Tadje Orthopaedics LLC Cash Balance Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Tadje Orthopaedics LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Katten Muchin Rosenman LLP Pension Plan in IL ($529K, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tadje Orthopaedics LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473931833.

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.