Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthopedic Medical Center Inc. Pension Plan

Data updated 2026-08-25

$664K
Total assets Small plan by assets
8
Participants Small participant base
20th
Percentile by assets National rank
$83,037
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopedic Medical Center Cash Balance Plan · Sponsored by Orthopedic Medical Center Inc. · California · Healthcare & Social Assistance

$664K in assets, 8 participants

Orthopedic Medical Center Inc.'s Orthopedic Medical Center Cash Balance Plan reported $664K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,760 in Healthcare & Social Assistance (17,684 peers)

Orthopedic Medical Center Inc. multi-year trail

Orthopedic Medical Center Inc.'s plans moved +14.7% in assets from 2022 to 2023; this filing shows Orthopedic Medical Center Cash Balance Plan at $664K / 8 participants.

#2,760
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Orthopedic Medical Center Cash Balance Plan among the smaller filed plans by assets

Orthopedic Medical Center Cash Balance Plan vs every filed plan by assets

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

$664,296 20th percentile higher than 20% 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 Medical Center 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. Orthopedic Medical Center Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Medical Center Cash Balance Plan reported net income rose from -$167K in the plan year 2022 filing to $85K in the plan year 2023 filing.
  • Orthopedic Medical Center Cash Balance Plan end-of-year assets rose from $579K in the plan year 2022 filing to $664K in the plan year 2023 filing.
  • Orthopedic Medical Center Cash Balance Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953524201 · Orthopedic Medical Center Inc. PY 2023 · Defined Benefit (Pension)

Orthopedic Medical Center Cash Balance Plan · $664K · 8 · 20th

  • SCH $664K
  • EBSA 8
  • PART 20th
  • TYPE Defined Benefit (Pension)
  • NET near 4j Energy, LLC Defined Benefit Pension Plan
  • BOOK ind #2760

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 California →

Orthopedic Medical Center Cash Balance Plan in the asset neighbourhood

Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLCRet Inc Prog Plan a of Lee S…$665KAnthony Napolitano, M.D., P.C. Cash Balance PlanAnthony Napolitano, M.D., P.…$671KOrthopedic Medical Center Cash Balance PlanOrthopedic Medical Center Ca…$664K4j Energy, LLC Defined Benefit Pension Plan4j Energy, LLC Defined Benef…$665KDavid T. Jones, Dds Cash Balance PlanDavid T. Jones, Dds Cash Bal…$658K
End-of-year total assets ($M) among Orthopedic Medical Center Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Orthopedic Medical Center Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orthopedic Medical Center Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$664K 14.660512739078879% vs 2022
2023 filing year
$0.55M$0.6M$0.65M$0.7M 20222023 $0.58M $0.66M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 7 $579K
2023 1 8 $664K

Orthopedic Medical Center Inc. filing trail (2023)

Total Assets (Beginning of Year)$579K
Net Assets (End of Year)$664K
Net Income$85K
Employer EIN953524201
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Orthopedic Medical Center Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Orthopedic Medical Center Cash Balance Plan, Total assets ($B): 0.000664296 · Participants: 8Orthopedic Medical Center Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Orthopedic Medical Center Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Orthopedic Medical Center Cash Balance Plan side-by-side with 3 peers →

Orthopedic Medical Center Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is 4j Energy, LLC Defined Benefit Pension Plan in TX ($665K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Orthopedic Medical Center Cash Balance Plan assets move in 2023? ▼
Orthopedic Medical Center Cash Balance Plan grew at a solid clip - up 14.7% during 2023, from $579K to $664K. Reported net income was $85K.
How have Orthopedic Medical Center Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthopedic Medical Center Inc.'s sponsor-wide assets grew 14.7%, from $579K to $664K.
Where does Orthopedic Medical Center Cash Balance Plan rank by assets among Form 5500 filers? ▼
Orthopedic Medical Center Cash Balance Plan ranks in the 20th 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 Orthopedic Medical Center Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is 4j Energy, LLC Defined Benefit Pension Plan in TX ($665K, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopedic Medical Center Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 953524201.

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.