Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthopaedic Associates of Wisconsin, S.C. Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
153
Participants Small participant base
76th
Percentile by assets National rank
$161,964
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan · Sponsored by Orthopaedic Associates of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$25M in assets, 153 participants

Orthopaedic Associates of Wisconsin, S.C.'s Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan reported $25M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,155 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $25M.

#14,155
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan's outsized position by total assets

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs every filed plan by assets

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

$24,780,543 Top 24% higher than 76% 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

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit 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. Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan reported net income rose from -$872K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan reported participants rose from 145 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391101566 · Orthopaedic Associates of Wisconsin, S.C. PY 2023 · Defined Benefit (Pension)

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan · $25M · 153 · 76th

  • NET $25M
  • BOOK 153
  • VS-ST 76th
  • BOY Defined Benefit (Pension)
  • SCH near Employee Pension Plan of the Ludwig Group, Inc.
  • EBSA ind #14155

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 →

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan in the asset neighbourhood

St. Mary's Home for Disabled Children Retirement PlanSt. Mary's Home for Disabled…$25MTransit Employees Retirement PlanTransit Employees Retirement…$25MThe Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$25MOrthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanOrthopaedic Associates of Wi…$25MEmployee Pension Plan of the Ludwig Group, Inc.Employee Pension Plan of the…$25M
End-of-year total assets ($M) among Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN391101566
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopaedic Associates of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 35.782709207110045% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.1M $81.6M ▲ +35.8%
Year Plans Participants Total Assets
2022 2 325 $60M
2023 2 343 $71M
2024 2 360 $82M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan, Total assets ($B): 0.024780543 · Participants: 153Orthopaedic Associates of Wisconsin, S.C. Defined Benefit 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
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan side-by-side with 3 peers →

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Employee Pension Plan of the Ludwig Group, Inc. in NY ($25M); by covered participants it is Penn Mutual Retirement Plan in PA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan assets move in 2023? ▼
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan grew sharply - up 17.7% during 2023, from $21M to $25M. Reported net income was $4M.
How have Orthopaedic Associates of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Wisconsin, S.C.'s sponsor-wide assets grew 35.8%, from $60M to $82M.
Where does Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Pension Plan of the Ludwig Group, Inc. in NY ($25M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Penn Mutual Retirement Plan in PA (153 participants, $207M 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 391101566.

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.