Defined Benefit (Pension) · DOL Form 5500 · 2023

The Orthopaedic Group, P.C. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
206
Participants Below avg headcount
70th
Percentile by assets National rank
$82,782
Avg per participant Below avg balance/head
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Official DOL plan name: The Orthopaedic Group, P.C. Pension Plan · Sponsored by The Orthopaedic Group, P.C. · Alabama · Healthcare & Social Assistance

$17M in assets, 206 participants

The Orthopaedic Group, P.C.'s The Orthopaedic Group, P.C. Pension Plan reported $17M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,159 in Healthcare & Social Assistance (17,684 peers)

The Orthopaedic Group, P.C. multi-year trail

The Orthopaedic Group, P.C.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows The Orthopaedic Group, P.C. Pension Plan at $17M / 206 participants.

#13,159
in Healthcare & Social Assistance (17,684 peers)
+13.8%
assets growth YoY

The Orthopaedic Group, P.C. Pension Plan's outsized position by total assets

The Orthopaedic Group, P.C. Pension Plan vs every filed plan by assets

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

$17,053,193 Top 30% higher than 70% 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

The Orthopaedic Group, P.C. Pension 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. The Orthopaedic Group, P.C. Pension Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Orthopaedic Group, P.C. Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Orthopaedic Group, P.C. Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Orthopaedic Group, P.C. Pension Plan reported participants rose from 200 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 631187140 · The Orthopaedic Group, P.C. PY 2023 · Defined Benefit (Pension)

The Orthopaedic Group, P.C. Pension Plan · $17M · 206 · 70th

  • EIN $17M
  • RANK 206
  • PHOTO 70th
  • IND Defined Benefit (Pension)
  • EOY near American Farm Bureau Insurance Services Inc. Employees' Retirement Plan
  • 5500 ind #13159

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 Alabama →

The Orthopaedic Group, P.C. Pension Plan in the asset neighbourhood

Bemis Associates Inc. Pension and Severance Award AgreementBemis Associates Inc. Pensio…$17MThe Orthopaedic Group, P.C. Pension PlanThe Orthopaedic Group, P.C. …$17MAmerican Farm Bureau Insurance Services Inc. Employees' Retirement PlanAmerican Farm Bureau Insuran…$17MG.I. Associates, LLC Defined Benefit Pension Plan and TrustG.I. Associates, LLC Defined…$17MThe Homestead Retirement Plan$17M
End-of-year total assets ($M) among The Orthopaedic Group, P.C. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Orthopaedic Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All The Orthopaedic Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.337907723999926% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.8M $66.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 400 $55M
2023 2 410 $64M
2024 2 411 $66M

The Orthopaedic Group, P.C. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN631187140
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

The Orthopaedic Group, P.C. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -0.500.511.5 Total assets ($B) Participants The Orthopaedic Group, P.C. Pension Plan, Total assets ($B): 0.017053193 · Participants: 206The Orthopaedic Group, P.C. Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
The Orthopaedic Group, P.C. Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare The Orthopaedic Group, P.C. Pension Plan side-by-side with 3 peers →

The Orthopaedic Group, P.C. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is American Farm Bureau Insurance Services Inc. Employees' Retirement Plan in IL ($17M); by covered participants it is The Purdue Pharma L. P. Pension Plan in CT (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 The Orthopaedic Group, P.C. Pension Plan assets move in 2023? ▼
The Orthopaedic Group, P.C. Pension Plan grew at a solid clip - up 13.8% during 2023, from $15M to $17M. Reported net income was $2M.
How have The Orthopaedic Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopaedic Group, P.C.'s sponsor-wide assets grew 21.3%, from $55M to $66M.
Which Defined Benefit (Pension) plans are similar in size to The Orthopaedic Group, P.C. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Farm Bureau Insurance Services Inc. Employees' Retirement Plan in IL ($17M, 89 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Orthopaedic Group, P.C. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Purdue Pharma L. P. Pension Plan in CT (206 participants, $305M 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 631187140.

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.