Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthosports Associates, LLC Pension Plan

Data updated 2026-08-25

$6K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
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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.

  • #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.

#149
in Healthcare & Social Assistance (17,684 peers)
-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.

Orthosports Associates, LLC Cash Balance Plan among the smaller filed plans by 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

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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 275501752 · Orthosports Associates, LLC PY 2023 · Defined Benefit (Pension)

Orthosports Associates, LLC Cash Balance Plan · $6K · N/A · 1st

  • VS-ST $6K
  • BOY N/A
  • SCH 1st
  • EBSA Defined Benefit (Pension)
  • PART near Pension Plan of the Pennsylvania Medical Society
  • TYPE ind #149

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 →

Orthosports Associates, LLC Cash Balance Plan in the asset neighbourhood

Orthosports Associates, LLC Cash Balance PlanOrthosports Associates, LLC …$6KPension Plan of the Pennsylvania Medical SocietyPension Plan of the Pennsylv…$6KAmerican Textile Maintenance Company Employees Cash Balance Pension PlanAmerican Textile Maintenance…$6KThe Kliklok Corporation Employee Retirement PlanThe Kliklok Corporation Empl…$7KLipsius-Benhaim Law LLP Cash Balance PlanLipsius-Benhaim Law LLP Cash…$7K
End-of-year total assets ($M) among Orthosports Associates, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Orthosports Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Orthosports Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6K 99.8623946999365% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $4.51M $0.01M ▼ -99.8%
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 EIN275501752
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Orthosports Associates, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Orthosports Associates, LLC Cash Balance Plan, Total assets ($B): 0.000006212 · Participants: 0Orthosports Associates, LLC Cash Balance 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
Orthosports Associates, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Orthosports Associates, LLC Cash Balance Plan side-by-side with 3 peers →

Orthosports Associates, LLC Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Alabama, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Plan of the Pennsylvania Medical Society in PA at $6K (this filing: $6K).

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 Orthosports Associates, LLC Cash Balance Plan assets move in 2023? ▼
Orthosports Associates, LLC Cash Balance Plan contracted severely - down 99.9% during 2023, from $5M to $6K. Reported net income was -$5M.
How have Orthosports Associates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthosports Associates, LLC's sponsor-wide assets declined 99.9%, from $5M to $6K.
Where does Orthosports Associates, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Orthosports Associates, LLC Cash Balance Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Orthosports Associates, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of the Pennsylvania Medical Society in PA ($6K, 16 participants).

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 275501752.

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.