Defined Benefit (Pension) · DOL Form 5500 · 2024

Orthopaedic & Spine Center of the Rockies, P.C. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
150
Participants Small participant base
65th
Percentile by assets National rank
$101,986
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan · Sponsored by Orthopaedic & Spine Center of the Rockies, P.C. · Colorado · Healthcare & Social Assistance

$15M in assets, 150 participants

Orthopaedic & Spine Center of the Rockies, P.C.'s Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan reported $15M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,813 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan covers 150 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $15M.

#11,813
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs every filed plan by assets

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

$15,297,861 Top 35% higher than 65% 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

Orthopaedic & Spine Center of the Rockies, 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. Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan reported participants rose from 148 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840593455 · Orthopaedic & Spine Center of the Rockies, P.C. PY 2024 · Defined Benefit (Pension)

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan · $15M · 150 · 65th

  • PHOTO $15M
  • IND 150
  • EOY 65th
  • 5500 Defined Benefit (Pension)
  • ASSETS near The Louis Berkman Company Master Pension Plan
  • PCT ind #11813

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 Colorado →

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in the asset neighbourhood

The Louis Berkman Company Master Pension PlanThe Louis Berkman Company Ma…$15MOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$15MGolub Corporation Qualified Security PlanGolub Corporation Qualified …$15MUnistrut Corporation Shopmen's Local Union No. 831 Pension PlanUnistrut Corporation Shopmen…$15MNew Jersey Mailers Local 1100 S-L/Wsj Pension PlanNew Jersey Mailers Local 110…$15M
End-of-year total assets ($M) among Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN840593455
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic & Spine Center of the Rockies, P.C.)

Sponsor-wide plan assets over time

All Orthopaedic & Spine Center of the Rockies, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 32.73127001922786% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.5M $103M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 659 $77M
2023 2 724 $89M
2024 2 727 $103M

Nearby Defined Benefit (Pension) Plans in Colorado

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

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan, Total assets ($B): 0.015297861 · Participants: 150Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan side-by-side with 3 peers →

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is The Louis Berkman Company Master Pension Plan in PA ($15M); by covered participants it is The Nassau Companies of New York Employee Pension Plan in CT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan assets move in 2024? ▼
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan grew sharply - up 20.9% during 2024, from $13M to $15M. Reported net income was $3M.
How have Orthopaedic & Spine Center of the Rockies, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic & Spine Center of the Rockies, P.C.'s sponsor-wide assets grew 32.7%, from $77M to $103M.
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Louis Berkman Company Master Pension Plan in PA ($15M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Nassau Companies of New York Employee Pension Plan in CT (150 participants, $487M 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 840593455.

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.