Defined Benefit (Pension) · DOL Form 5500 · 2023
Howmedica Osteonics Corporation D/B/a Stryker Orthopaedics Pension Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 36
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $989,609
- Avg per participant High balance/head
Official DOL plan name: Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees · Sponsored by Howmedica Osteonics Corporation D/B/a Stryker Orthopaedics · Michigan · Manufacturing
$36M in assets, 36 participants
Howmedica Osteonics Corporation D/B/a Stryker Orthopaedics's Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees reported $36M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,840 in Manufacturing (18,722 peers)
Where Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees sits by assets
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees sits in the top quartile of all filed plans by assets, $36M for 36 participants (~$989,609/participant), up 4.2% in 2023.
- #13,840
- in Manufacturing (18,722 peers)
- +4.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees's outsized position by total assets
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,625,913 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees reported net income rose from -$13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees reported participants fell from 40 in the plan year 2022 filing to 36 in the plan year 2023 filing.
- Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees end-of-year assets rose from $34M in the plan year 2022 filing to $36M in the plan year 2023 filing.
DOL schedule card
Filing strip 222183590 · Howmedica Osteonics Corporation D/B/a Stryker Orthopaedics PY 2023 · Defined Benefit (Pension)
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees · $36M · 36 · 82nd
- PART $36M
- TYPE 36
- NET 82nd
- BOOK Defined Benefit (Pension)
- VS-ST near American & Efird Employees' Pension Plan
- BOY ind #13840
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 Manufacturing retirement plans → · Plans in Michigan →
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $1M |
| Employer EIN | 222183590 |
| Plan Effective Date | 1970-05-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Howmedica Osteonics Corporation D/B/a Stryker Orthopaedics)
Sponsor-wide plan assets over time
All Howmedica Osteonics Corporation D/B/a Stryker Orthopaedics plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 1.5718092247297601% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $34M |
| 2023 | 1 | 36 | $36M |
| 2024 | 1 | 32 | $34M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is American & Efird Employees' Pension Plan in NC ($36M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 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.