Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthopedic & Sports Medicine Specialists of Green Bay Sc Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
135
Participants Small participant base
27th
Percentile by assets National rank
$11,095
Avg per participant Low balance/head
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Official DOL plan name: Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan · Sponsored by Orthopedic & Sports Medicine Specialists of Green Bay Sc · Wisconsin · Healthcare & Social Assistance

$1M in assets, 135 participants

Orthopedic & Sports Medicine Specialists of Green Bay Sc's Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan reported $1M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,313 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan covers 135 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $1M.

#4,313
in Healthcare & Social Assistance (17,684 peers)
$1M
reported net income

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan among the smaller filed plans by assets

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs every filed plan by assets

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

$1,497,846 27th percentile higher than 27% 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

Orthopedic & Sports Medicine Specialists of Green Bay Sc 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. Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan sits mid-pack in the medium band (135 participants).

DOL schedule card

Filing strip 261132759 · Orthopedic & Sports Medicine Specialists of Green Bay Sc PY 2023 · Defined Benefit (Pension)

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan · $1M · 135 · 27th

  • VS-ST $1M
  • VS-ST 135
  • VS-ST 27th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Rmzx Defined Benefit Pension Plan
  • VS-ST ind #4313

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 Wisconsin →

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in the asset neighbourhood

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance PlanOrthopedic & Sports Medicine…$1MRmzx Defined Benefit Pension PlanRmzx Defined Benefit Pension…$2MPension Plan of Children's Hospital Medical Center of AkronPension Plan of Children's H…$2MTerrence Kim Md a Medical Corporation Defined Benefit Pension PlanTerrence Kim Md a Medical Co…$1MJohn M. Fish, D.D.S., P.a. Defined Benefit PlanJohn M. Fish, D.D.S., P.a. D…$1M
End-of-year total assets ($M) among Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN261132759
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic & Sports Medicine Specialists of Green Bay Sc)

Sponsor-wide plan assets over time

All Orthopedic & Sports Medicine Specialists of Green Bay Sc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 48.93567871548329% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $36.4M ▲ +49.0%
Year Plans Participants Total Assets
2022 2 264 $24M
2023 2 272 $29M
2024 2 379 $36M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan, Total assets ($B): 0.001497846 · Participants: 135Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan side-by-side with 3 peers →

Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Rmzx Defined Benefit Pension Plan in CA ($2M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 have Orthopedic & Sports Medicine Specialists of Green Bay Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic & Sports Medicine Specialists of Green Bay Sc's sponsor-wide assets grew 48.9%, from $24M to $36M.
Which Defined Benefit (Pension) plans are similar in size to Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rmzx Defined Benefit Pension Plan in CA ($2M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Retirement Plan in MO (135 participants, $36M 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 261132759.

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.