Defined Benefit (Pension) · DOL Form 5500 · 2024

Ora Orthopedics, P.C. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
396
Participants Below avg headcount
57th
Percentile by assets National rank
$27,099
Avg per participant Low balance/head
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Official DOL plan name: Ora Orthopedics, P.C. Cash Balance Plan · Sponsored by Ora Orthopedics, P.C. · Iowa · Healthcare & Social Assistance

$11M in assets, 396 participants

Ora Orthopedics, P.C.'s Ora Orthopedics, P.C. Cash Balance Plan reported $11M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,605 in Healthcare & Social Assistance (16,916 peers)

Ora Orthopedics, P.C. multi-year trail

Ora Orthopedics, P.C.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Ora Orthopedics, P.C. Cash Balance Plan at $11M / 396 participants.

#10,605
in Healthcare & Social Assistance (16,916 peers)
+45.2%
assets growth YoY

Ora Orthopedics, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ora Orthopedics, P.C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,731,355 Top 43% higher than 57% of 123,620 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 2024

Ora Orthopedics, P.C. Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ora Orthopedics, P.C. Cash Balance Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ora Orthopedics, P.C. Cash Balance Plan end-of-year assets rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ora Orthopedics, P.C. Cash Balance Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ora Orthopedics, P.C. Cash Balance Plan reported participants rose from 336 in the plan year 2023 filing to 396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362691642 · Ora Orthopedics, P.C. PY 2024 · Defined Benefit (Pension)

Ora Orthopedics, P.C. Cash Balance Plan · $11M · 396 · 57th

  • PCT $11M
  • EIN 396
  • RANK 57th
  • PHOTO Defined Benefit (Pension)
  • IND near Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc.
  • EOY ind #10605

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 Iowa →

Ora Orthopedics, P.C. Cash Balance Plan in the asset neighbourhood

Hasler, Inc. Pension Plan$11MRetirement Plan of Doncasters Inc. Applicable to Employees Paid in United States DollarsRetirement Plan of Doncaster…$11MOra Orthopedics, P.C. Cash Balance PlanOra Orthopedics, P.C. Cash B…$11MPension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc.Pension Plan for Hourly Empl…$11MGem City Bone & Joint, P.C. Pension PlanGem City Bone & Joint, P.C. …$11M
End-of-year total assets ($M) among Ora Orthopedics, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ora Orthopedics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ora Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 45.04585045840318% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $61.1M $88.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 2 632 $61M
2023 2 675 $75M
2024 2 793 $89M

Ora Orthopedics, P.C. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN362691642
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Ora Orthopedics, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Ora Orthopedics, P.C. Cash Balance Plan, Total assets ($B): 0.010731355 · Participants: 396Ora Orthopedics, P.C. Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.198965485 · Participants: 7170Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.466387124 · Participants: 11945Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.521334295 · Participants: 2805Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.361826911 · Participants: 1908Employers Mutual Casualty Company Retirement PlanPension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust, Total assets ($B): 0.330986539 · Participants: 1233Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
Ora Orthopedics, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Ora Orthopedics, P.C. Cash Balance Plan side-by-side with 3 peers →

Ora Orthopedics, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc. in NY ($11M); by covered participants it is Washington-Idaho Cement Masons Employers Retirement Trust Fund in WA (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ora Orthopedics, P.C. Cash Balance Plan assets move in 2024? ▼
Ora Orthopedics, P.C. Cash Balance Plan surged - up 45.2% during 2024, from $7M to $11M. Reported net income was $3M.
How have Ora Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ora Orthopedics, P.C.'s sponsor-wide assets grew 45.0%, from $61M to $89M.
Which Defined Benefit (Pension) plans are similar in size to Ora Orthopedics, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc. in NY ($11M, 160 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ora Orthopedics, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Washington-Idaho Cement Masons Employers Retirement Trust Fund in WA (396 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362691642.

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.