Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthopaedic & Spine Center of the Rockies, P.C. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
148
Participants Small participant base
64th
Percentile by assets National rank
$85,512
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan · Sponsored by Orthopaedic & Spine Center of the Rockies, P.C. · Colorado · Healthcare & Social Assistance

$13M in assets, 148 participants

Orthopaedic & Spine Center of the Rockies, P.C.'s Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan reported $13M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,198 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan covers 148 participants in Colorado, about 39% of the average Colorado filer (state average ~376 per filing). Assets: $13M.

#12,198
in Healthcare & Social Assistance (17,684 peers)
+26.8%
assets growth YoY

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs every filed plan by assets

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

$12,655,781 Top 36% higher than 64% 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 & Spine Center of the Rockies, P.C. 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 & Spine Center of the Rockies, P.C. Cash Balance Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan reported net income rose from $125K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan reported participants rose from 120 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840593455 · Orthopaedic & Spine Center of the Rockies, P.C. PY 2023 · Defined Benefit (Pension)

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan · $13M · 148 · 64th

  • 5500 $13M
  • 5500 148
  • 5500 64th
  • 5500 Defined Benefit (Pension)
  • 5500 near Local 868 I. B. of T. Pension Fund
  • 5500 ind #12198

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 Colorado →

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in the asset neighbourhood

Luvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$13MOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$13MLocal 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$13MSbera Pension Plan as Adopted by Massachusetts Bankers AssociationSbera Pension Plan as Adopte…$13MNestle Puerto Rico Pension PlanNestle Puerto Rico Pension P…$13M
End-of-year total assets ($M) among Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN840593455
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic & Spine Center of the Rockies, P.C.)

Sponsor-wide plan assets over time

All Orthopaedic & Spine Center of the Rockies, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 32.73127001922786% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.5M $103M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 659 $77M
2023 2 724 $89M
2024 2 727 $103M

Nearby Defined Benefit (Pension) Plans in Colorado

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

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan, Total assets ($B): 0.012655781 · Participants: 148Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension Plan
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan side-by-side with 3 peers →

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Local 868 I. B. of T. Pension Fund in NY ($13M); by covered participants it is Univest Financial Corporation Retirement Plan in PA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 & Spine Center of the Rockies, P.C. Cash Balance Plan assets move in 2023? ▼
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan grew sharply - up 26.8% during 2023, from $10M to $13M. Reported net income was $3M.
How have Orthopaedic & Spine Center of the Rockies, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic & Spine Center of the Rockies, P.C.'s sponsor-wide assets grew 32.7%, from $77M to $103M.
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 868 I. B. of T. Pension Fund in NY ($13M, 165 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Univest Financial Corporation Retirement Plan in PA (148 participants, $54M 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 840593455.

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.