Defined Benefit (Pension) · DOL Form 5500 · 2024

Orthopaedic Associates of Wisconsin, S.C. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
153
Participants Small participant base
76th
Percentile by assets National rank
$185,354
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan · Sponsored by Orthopaedic Associates of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$28M in assets, 153 participants

Orthopaedic Associates of Wisconsin, S.C.'s Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan reported $28M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,522 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.

#13,522
in Healthcare & Social Assistance (16,916 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan's outsized position by total assets

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs every filed plan by assets

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

$28,359,224 Top 24% higher than 76% 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 Associates of Wisconsin, S.C. Defined Benefit 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 Associates of Wisconsin, S.C. Defined Benefit Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391101566 · Orthopaedic Associates of Wisconsin, S.C. PY 2024 · Defined Benefit (Pension)

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan · $28M · 153 · 76th

  • 5500 $28M
  • ASSETS 153
  • PCT 76th
  • EIN Defined Benefit (Pension)
  • RANK near Suez Water Environmental Services Inc. Pension Plan
  • PHOTO ind #13522

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 →

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan in the asset neighbourhood

Pension Plan for Employees of Advanced Silicon Materials, LLCPension Plan for Employees o…$28MWilkes Regional Medical Center Employees' Pension PlanWilkes Regional Medical Cent…$28MOrthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanOrthopaedic Associates of Wi…$28MSuez Water Environmental Services Inc. Pension PlanSuez Water Environmental Ser…$28MSouthwest Asbestos Workers Pension PlanSouthwest Asbestos Workers P…$28M
End-of-year total assets ($M) among Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN391101566
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopaedic Associates of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 35.782709207110045% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.1M $81.6M ▲ +35.8%
Year Plans Participants Total Assets
2022 2 325 $60M
2023 2 343 $71M
2024 2 360 $82M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan, Total assets ($B): 0.028359224 · Participants: 153Orthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan side-by-side with 3 peers →

Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Suez Water Environmental Services Inc. Pension Plan in NJ ($28M); by covered participants it is IBEW Local Union No 607 Pension in NJ (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Associates of Wisconsin, S.C. Defined Benefit Plan assets move in 2024? ▼
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan grew at a solid clip - up 14.4% during 2024, from $25M to $28M. Reported net income was $4M.
How have Orthopaedic Associates of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Wisconsin, S.C.'s sponsor-wide assets grew 35.8%, from $60M to $82M.
Where does Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suez Water Environmental Services Inc. Pension Plan in NJ ($28M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No 607 Pension in NJ (153 participants, $23M 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 391101566.

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.