Defined Benefit (Pension) · DOL Form 5500 · 2023

Ora Orthopedics, P.C. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
336
Participants Below avg headcount
52nd
Percentile by assets National rank
$22,004
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ora Orthopedics, P.C. Cash Balance Plan · Sponsored by Ora Orthopedics, P.C. · Iowa · Healthcare & Social Assistance

$7M in assets, 336 participants

Ora Orthopedics, P.C.'s Ora Orthopedics, P.C. Cash Balance Plan reported $7M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,159 in Healthcare & Social Assistance (17,684 peers)

Ora Orthopedics, P.C. multi-year trail

Ora Orthopedics, P.C.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Ora Orthopedics, P.C. Cash Balance Plan at $7M / 336 participants.

#10,159
in Healthcare & Social Assistance (17,684 peers)
+60.8%
assets growth YoY

Ora Orthopedics, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ora Orthopedics, P.C. Cash Balance Plan vs every filed plan by assets

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

$7,393,192 Top 48% higher than 52% 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

Ora Orthopedics, P.C. 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. Ora Orthopedics, P.C. Cash Balance Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ora Orthopedics, P.C. Cash Balance Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ora Orthopedics, P.C. Cash Balance Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ora Orthopedics, P.C. Cash Balance Plan reported participants rose from 316 in the plan year 2022 filing to 336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362691642 · Ora Orthopedics, P.C. PY 2023 · Defined Benefit (Pension)

Ora Orthopedics, P.C. Cash Balance Plan · $7M · 336 · 52nd

  • IND $7M
  • IND 336
  • IND 52nd
  • IND Defined Benefit (Pension)
  • IND near Law Offices of Sahag Majarian II, Apc Defined Benefit Pension Plan
  • IND ind #10159

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 Iowa →

Ora Orthopedics, P.C. Cash Balance Plan in the asset neighbourhood

Law Offices of Sahag Majarian II, Apc Defined Benefit Pension PlanLaw Offices of Sahag Majaria…$7MTata Chemicals North America Inc. Hourly Employees' Pension PlanTata Chemicals North America…$7MOra Orthopedics, P.C. Cash Balance PlanOra Orthopedics, P.C. Cash B…$7MM & R Distributors International, Inc. Defined Benefit Pension PlanM & R Distributors Internati…$7MRichker Metals, Inc. Defined Benefit Pension PlanRichker Metals, Inc. Defined…$7M
End-of-year total assets ($M) among Ora Orthopedics, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ora Orthopedics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ora Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 45.04585045840318% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $61.1M $88.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 2 632 $61M
2023 2 675 $75M
2024 2 793 $89M

Ora Orthopedics, P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN362691642
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Ora Orthopedics, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Ora Orthopedics, P.C. Cash Balance Plan, Total assets ($B): 0.007393192 · Participants: 336Ora Orthopedics, P.C. Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Ora Orthopedics, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Ora Orthopedics, P.C. Cash Balance Plan side-by-side with 3 peers →

Ora Orthopedics, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Law Offices of Sahag Majarian II, Apc Defined Benefit Pension Plan in CA ($7M); by covered participants it is Latrobe Steel Company Pension Plan for Bargaining Unit Employees in PA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Ora Orthopedics, P.C. Cash Balance Plan assets move in 2023? ▼
Ora Orthopedics, P.C. Cash Balance Plan surged - up 60.8% during 2023, from $5M to $7M. Reported net income was $3M.
How have Ora Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ora Orthopedics, P.C.'s sponsor-wide assets grew 45.0%, from $61M to $89M.
Which Defined Benefit (Pension) plans are similar in size to Ora Orthopedics, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Law Offices of Sahag Majarian II, Apc Defined Benefit Pension Plan in CA ($7M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ora Orthopedics, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Latrobe Steel Company Pension Plan for Bargaining Unit Employees in PA (336 participants, $82M 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 362691642.

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.