Defined Benefit (Pension) · DOL Form 5500 · 2023
Vail-Summit Orthopaedics, PC Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 117
- Participants Small participant base
Official DOL plan name: Vail-Summit Orthopaedics, PC Cash Balance Plan · Sponsored by Vail-Summit Orthopaedics, PC · Colorado · Healthcare & Social Assistance
N/A in assets, 117 participants
Vail-Summit Orthopaedics, PC's Vail-Summit Orthopaedics, PC Cash Balance Plan reported N/A in total assets and 117 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Colorado
Vail-Summit Orthopaedics, PC Cash Balance Plan covers 117 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: N/A.
- -$6M
- reported net income
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vail-Summit Orthopaedics, PC Cash Balance Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vail-Summit Orthopaedics, PC Cash Balance Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vail-Summit Orthopaedics, PC Cash Balance Plan reported net income fell from $269K in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- Vail-Summit Orthopaedics, PC Cash Balance Plan reported participants rose from 99 in the plan year 2022 filing to 117 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 680501385 · Vail-Summit Orthopaedics, PC PY 2023 · Defined Benefit (Pension)
Vail-Summit Orthopaedics, PC Cash Balance Plan · N/A · 117
- ASSETS N/A
- ASSETS 117
- ASSETS PY 2023
- ASSETS Defined Benefit (Pension)
- ASSETS near Cotton Incorporated Pension Plan
- ASSETS -$6M
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 →
Colorado filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$6M |
| Employer EIN | 680501385 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
| 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.
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 39,434
- Ball Pension Plan $951M · 1,506
- Pcs U.S. Employees' Pension Plan $854M · 1,340
- Medianews Group Pension Plan $434M · 213
- National Renewable Energy Laboratory Shared Security Pension Plan $406M · 2,822
Vail-Summit Orthopaedics, PC Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Colorado, the nearest Defined Benefit (Pension) by covered participants is Cotton Incorporated Pension Plan in NC (117 participants; this filing: 117 participants).
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Cotton Incorporated Pension Plan (NC) 117 · 0 off
- Magic Valley Regional Medical Center Pension Plan (ID) 117 · 0 off
- Dykema Gossett PLLC Cash Balance Plan (MI) 117 · 0 off
- Centrome D/B/a Advanced Biotech Inc. Cash Balance Pension Trust (NJ) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.