Defined Benefit (Pension) · DOL Form 5500 · 2023

Bluegrass Orthopaedics, Psc Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
192
Participants Below avg headcount
47th
Percentile by assets National rank
$29,540
Avg per participant Low balance/head
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Official DOL plan name: Bluegrass Orthopaedics, Psc Cash Balance Pension Plan · Sponsored by Bluegrass Orthopaedics, Psc · Kentucky · Healthcare & Social Assistance

$6M in assets, 192 participants

Bluegrass Orthopaedics, Psc's Bluegrass Orthopaedics, Psc Cash Balance Pension Plan reported $6M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,071 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan covers 192 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#9,071
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan vs every filed plan by assets

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

$5,671,644 47th percentile higher than 47% 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

Bluegrass Orthopaedics, Psc Cash Balance 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. Bluegrass Orthopaedics, Psc Cash Balance Pension Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluegrass Orthopaedics, Psc Cash Balance Pension Plan reported net income rose from $504K in the plan year 2022 filing to $619K in the plan year 2023 filing.
  • Bluegrass Orthopaedics, Psc Cash Balance Pension Plan reported participants rose from 160 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • Bluegrass Orthopaedics, Psc Cash Balance Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475354567 · Bluegrass Orthopaedics, Psc PY 2023 · Defined Benefit (Pension)

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan · $6M · 192 · 47th

  • SCH $6M
  • SCH 192
  • SCH 47th
  • SCH Defined Benefit (Pension)
  • SCH near Hulman & Company Retirement Plan
  • SCH ind #9071

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 Kentucky →

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan in the asset neighbourhood

Community Action Agency of South Alabama Defined Benefit Pension PlanCommunity Action Agency of S…$6MLorain County Printing & Publishing Employees Retirement PlanLorain County Printing & Pub…$6MBluegrass Orthopaedics, Psc Cash Balance Pension PlanBluegrass Orthopaedics, Psc …$6MHulman & Company Retirement PlanHulman & Company Retirement …$6MMomentum Technologies, Inc. Pension PlanMomentum Technologies, Inc. …$6M
End-of-year total assets ($M) among Bluegrass Orthopaedics, Psc Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$619K
Employer EIN475354567
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluegrass Orthopaedics, Psc)

Sponsor-wide plan assets over time

All Bluegrass Orthopaedics, Psc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.05M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 160 $5M
2023 1 192 $6M
2024 1 154 N/A

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Bluegrass Orthopaedics, Psc Cash Balance Pension Plan, Total assets ($B): 0.005671644 · Participants: 192Bluegrass Orthopaedics, Psc Cash Balance Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Bluegrass Orthopaedics, Psc Cash Balance Pension Plan side-by-side with 3 peers →

Bluegrass Orthopaedics, Psc Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Hulman & Company Retirement Plan in IN ($6M); by covered participants it is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Bluegrass Orthopaedics, Psc Cash Balance Pension Plan assets move in 2023? ▼
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan grew at a solid clip - up 12.2% during 2023, from $5M to $6M. Reported net income was $619K.
Which Defined Benefit (Pension) plans are similar in size to Bluegrass Orthopaedics, Psc Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hulman & Company Retirement Plan in IN ($6M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bluegrass Orthopaedics, Psc Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI (192 participants, $26M 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 475354567.

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.