Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthopaedic Institute of Ohio, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
129
Participants Small participant base
63rd
Percentile by assets National rank
$93,248
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan · Sponsored by Orthopaedic Institute of Ohio, Inc. · Ohio · Healthcare & Social Assistance

$12M in assets, 129 participants

Orthopaedic Institute of Ohio, Inc.'s Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported $12M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,028 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan covers 129 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#12,028
in Healthcare & Social Assistance (17,684 peers)
+37.4%
assets growth YoY

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs every filed plan by assets

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

$12,028,965 Top 37% higher than 63% 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 Institute of Ohio, Inc. / Institute for Orthpaedic Surgery 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. Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported net income rose from -$190K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported participants rose from 116 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311562435 · Orthopaedic Institute of Ohio, Inc. PY 2023 · Defined Benefit (Pension)

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan · $12M · 129 · 63rd

  • TYPE $12M
  • NET 129
  • BOOK 63rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Springfield Neurological Institute, LLC Cash Balance Plan
  • SCH ind #12028

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 Ohio →

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan in the asset neighbourhood

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance PlanOrthopaedic Institute of Ohi…$12MSpringfield Neurological Institute, LLC Cash Balance PlanSpringfield Neurological Ins…$12MKerr Group, Inc. Retirement Income Plan IKerr Group, Inc. Retirement …$12MLifepoint Bell Memorial Non-Union Pension PlanLifepoint Bell Memorial Non-…$12MGrant County Bank Defined Benefit PlanGrant County Bank Defined Be…$12M
End-of-year total assets ($M) among Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN311562435
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Institute of Ohio, Inc.)

Sponsor-wide plan assets over time

All Orthopaedic Institute of Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 47.11250480162315% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.4M $71.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 2 421 $48M
2023 2 460 $60M
2024 2 455 $71M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan, Total assets ($B): 0.012028965 · Participants: 129Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan side-by-side with 3 peers →

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Springfield Neurological Institute, LLC Cash Balance Plan in MO ($12M); by covered participants it is Houston Pilots Retirement Plan and Trust in TX (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan assets move in 2023? ▼
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan surged - up 37.4% during 2023, from $9M to $12M. Reported net income was $3M.
How have Orthopaedic Institute of Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Institute of Ohio, Inc.'s sponsor-wide assets grew 47.1%, from $48M to $71M.
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Springfield Neurological Institute, LLC Cash Balance Plan in MO ($12M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Houston Pilots Retirement Plan and Trust in TX (129 participants, $354M 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 311562435.

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.