Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern Oregon Orthopedics, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
176
Participants Small participant base
55th
Percentile by assets National rank
$49,147
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Orthopedics, Inc. Cash Balance Plan · Sponsored by Southern Oregon Orthopedics, Inc. · Oregon · Healthcare & Social Assistance

$9M in assets, 176 participants

Southern Oregon Orthopedics, Inc.'s Southern Oregon Orthopedics, Inc. Cash Balance Plan reported $9M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,798 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Southern Oregon Orthopedics, Inc. Cash Balance Plan covers 176 participants in Oregon, about 40% of the average Oregon filer (state average ~443 per filing). Assets: $9M.

#10,798
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Southern Oregon Orthopedics, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Oregon Orthopedics, Inc. Cash Balance Plan vs every filed plan by assets

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

$8,649,895 Top 45% higher than 55% 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

Southern Oregon Orthopedics, Inc. 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. Southern Oregon Orthopedics, Inc. Cash Balance Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Oregon Orthopedics, Inc. Cash Balance Plan reported net income rose from -$888K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southern Oregon Orthopedics, Inc. Cash Balance Plan reported participants rose from 144 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Southern Oregon Orthopedics, Inc. Cash Balance Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930587572 · Southern Oregon Orthopedics, Inc. PY 2023 · Defined Benefit (Pension)

Southern Oregon Orthopedics, Inc. Cash Balance Plan · $9M · 176 · 55th

  • RANK $9M
  • RANK 176
  • RANK 55th
  • RANK Defined Benefit (Pension)
  • RANK near Packaging Technologies Pension Plan for Hourly Employees
  • RANK ind #10798

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 Oregon →

Southern Oregon Orthopedics, Inc. Cash Balance Plan in the asset neighbourhood

Southern Oregon Orthopedics, Inc. Cash Balance PlanSouthern Oregon Orthopedics,…$9MPackaging Technologies Pension Plan for Hourly EmployeesPackaging Technologies Pensi…$9MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$9MRfc Logo Retirement Income PlanRfc Logo Retirement Income P…$9MNew York Anesthesiology Medical Specialties, PC Pension PlanNew York Anesthesiology Medi…$9M
End-of-year total assets ($M) among Southern Oregon Orthopedics, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN930587572
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Orthopedics, Inc.)

Sponsor-wide plan assets over time

All Southern Oregon Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 407.65794470399544% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $7.24M $36.8M ▲ +407.9%
Year Plans Participants Total Assets
2022 1 144 $7M
2023 2 359 $31M
2024 2 389 $37M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Southern Oregon Orthopedics, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Southern Oregon Orthopedics, Inc. Cash Balance Plan, Total assets ($B): 0.008649895 · Participants: 176Southern Oregon Orthopedics, Inc. Cash Balance PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Southern Oregon Orthopedics, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Southern Oregon Orthopedics, Inc. Cash Balance Plan side-by-side with 3 peers →

Southern Oregon Orthopedics, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Packaging Technologies Pension Plan for Hourly Employees in IA ($9M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Southern Oregon Orthopedics, Inc. Cash Balance Plan assets move in 2023? ▼
Southern Oregon Orthopedics, Inc. Cash Balance Plan grew sharply - up 19.4% during 2023, from $7M to $9M. Reported net income was $1M.
How have Southern Oregon Orthopedics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Orthopedics, Inc.'s sponsor-wide assets grew 407.7%, from $7M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Southern Oregon Orthopedics, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Packaging Technologies Pension Plan for Hourly Employees in IA ($9M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Oregon Orthopedics, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants, N/A 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 930587572.

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.