Defined Benefit (Pension) · DOL Form 5500 · 2023
Orthosports Associates, LLC Pension Plan
Data updated 2026-08-11
- $6K
- Total assets
- N/A
- Participants
- 1st
- Percentile by assets
Official DOL plan name: Orthosports Associates, LLC Cash Balance Plan · Sponsored by Orthosports Associates, LLC · Alabama · Healthcare & Social Assistance
$6K in assets, N/A participants
Orthosports Associates, LLC's Orthosports Associates, LLC Cash Balance Plan reported $6K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- 1st percentile by assets (of 127,072 plans)
- #149 in Healthcare & Social Assistance (17,684 peers)
Orthosports Associates, LLC multi-year trail
Orthosports Associates, LLC's plans moved -99.9% in assets from 2022 to 2023; this filing shows Orthosports Associates, LLC Cash Balance Plan at $6K / N/A participants.
- $6K
- total plan assets (2023 EOY)
- N/A
- covered participants
- 1st
- percentile by assets (of 127,072 plans)
- -99.9%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Orthosports Associates, LLC Cash Balance Plan sits by total assets
Orthosports Associates, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,212 1st percentile higher than 1% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthosports Associates, LLC Cash Balance Plan reported net income fell from -$251K in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Orthosports Associates, LLC Cash Balance Plan reported participants fell from 84 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Orthosports Associates, LLC Cash Balance Plan end-of-year assets fell from $5M in the plan year 2022 filing to $6K in the plan year 2023 filing.
Orthosports Associates, LLC across 2 plan years on file
Across the 2 plan years Orthosports Associates, LLC has on file (2022-2023), sponsor-wide plan assets have moved from $5M to $6K, a decline of 99.9%.
Orthosports Associates, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $5M |
| 2023 | 1 | N/A | $6K |
Orthosports Associates, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6K |
| Net Income | -$5M |
| Employer EIN | 275501752 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Orthosports Associates, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Orthosports Associates, LLC Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Orthosports Associates, LLC Cash Balance Plan assets move in 2023? ▼
How have Orthosports Associates, LLC plan assets changed over time? ▼
Where does Orthosports Associates, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Orthosports Associates, LLC Cash Balance Plan? ▼
Next read for Orthosports Associates, LLC Cash Balance…
Multi-year trail
Ways to act on Orthosports Associates, LLC Cash Balance Plan's numbers.
- By total assets, Orthosports Associates, LLC Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
- Orthosports Associates, LLC's sponsor-wide assets have declined 99.9% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans