Defined Benefit (Pension) · DOL Form 5500 · 2024
Orthopedic & Sports Medicine Specialists of Green Bay Sc Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $19,731
- Avg per participant Low balance/head
Official DOL plan name: Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan · Sponsored by Orthopedic & Sports Medicine Specialists of Green Bay Sc · Wisconsin · Healthcare & Social Assistance
$3M in assets, 160 participants
Orthopedic & Sports Medicine Specialists of Green Bay Sc's Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan reported $3M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #5,955 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan covers 160 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.
- #5,955
- in Healthcare & Social Assistance (16,916 peers)
- +110.8%
- assets growth YoY
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,156,896 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Orthopedic & Sports Medicine Specialists of Green Bay Sc 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. Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan reported participants rose from 135 in the plan year 2023 filing to 160 in the plan year 2024 filing.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261132759 · Orthopedic & Sports Medicine Specialists of Green Bay Sc PY 2024 · Defined Benefit (Pension)
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan · $3M · 160 · 35th
- VS-ST $3M
- BOY 160
- SCH 35th
- EBSA Defined Benefit (Pension)
- PART near Folger Shakespeare Library Staff Retirement Plan
- TYPE ind #5955
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 Wisconsin →
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 261132759 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic & Sports Medicine Specialists of Green Bay Sc)
Sponsor-wide plan assets over time
All Orthopedic & Sports Medicine Specialists of Green Bay Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 48.93567871548329% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $24M |
| 2023 | 2 | 272 | $29M |
| 2024 | 2 | 379 | $36M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Folger Shakespeare Library Staff Retirement Plan in MA ($3M); by covered participants it is Allete & Affiliated Companies Retirement Plan C in MN (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 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.