Defined Benefit (Pension) · DOL Form 5500 · 2023
Gem City Bone & Joint, P.C. Pension Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $54,638
- Avg per participant Low balance/head
Official DOL plan name: Gem City Bone & Joint, P.C. Pension Plan · Sponsored by Gem City Bone & Joint, P.C. · Wyoming · Healthcare & Social Assistance
$8M in assets, 151 participants
Gem City Bone & Joint, P.C.'s Gem City Bone & Joint, P.C. Pension Plan reported $8M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,609 in Healthcare & Social Assistance (17,684 peers)
Gem City Bone & Joint, P.C. multi-year trail
Gem City Bone & Joint, P.C.'s plans moved -46.8% in assets from 2022 to 2024; this filing shows Gem City Bone & Joint, P.C. Pension Plan at $8M / 151 participants.
- #10,609
- in Healthcare & Social Assistance (17,684 peers)
- +34.4%
- assets growth YoY
Gem City Bone & Joint, P.C. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Gem City Bone & Joint, P.C. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,250,368 Top 46% higher than 54% 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
Gem City Bone & Joint, 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. Gem City Bone & Joint, P.C. Pension Plan sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gem City Bone & Joint, P.C. Pension Plan reported net income rose from -$137K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Gem City Bone & Joint, P.C. Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Gem City Bone & Joint, P.C. Pension Plan reported participants rose from 131 in the plan year 2022 filing to 151 in the plan year 2023 filing.
DOL schedule card
Filing strip 830219655 · Gem City Bone & Joint, P.C. PY 2023 · Defined Benefit (Pension)
Gem City Bone & Joint, P.C. Pension Plan · $8M · 151 · 54th
- PART $8M
- TYPE 151
- NET 54th
- BOOK Defined Benefit (Pension)
- VS-ST near Lamesa National Bank Pension Plan
- BOY ind #10609
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 Wyoming →
Gem City Bone & Joint, P.C. Pension Plan in the asset neighbourhood
Gem City Bone & Joint, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Gem City Bone & Joint, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 46.78969851527649% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 263 | $20M |
| 2023 | 2 | 302 | $25M |
| 2024 | 1 | 154 | $11M |
Gem City Bone & Joint, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 830219655 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wyoming
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Farm Bureau Pension Plan $42M · 62
- Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming $36M · 229
- Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund $15M · N/A
- Western Farm Bureau Pension Plan $3M · 5
- Casper Orthopaedic Associates, P.C. Cash Balance Plan $2M · 108
Gem City Bone & Joint, P.C. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wyoming, the nearest Defined Benefit (Pension) by assets is Lamesa National Bank Pension Plan in TX ($8M); by covered participants it is Iron Workers Local 498 Defined Benefit Plan in IL (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Iron Workers Local 498 Defined Benefit Plan (IL) 151 · 0 off
- Radia, Inc., P.S. Cash Balance Plan (WA) 151 · 0 off
- Marine & Power Systems Pension Plan (FL) 151 · 0 off
- Amersham Health Retirement Plan (IL) 151 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.