Defined Benefit (Pension) · DOL Form 5500 · 2024

Orthopaedic Institute of Ohio, Inc. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
122
Participants Small participant base
65th
Percentile by assets National rank
$124,614
Avg per participant Near avg balance/head
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Official DOL plan name: Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan · Sponsored by Orthopaedic Institute of Ohio, Inc. · Ohio · Healthcare & Social Assistance

$15M in assets, 122 participants

Orthopaedic Institute of Ohio, Inc.'s Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported $15M in total assets and 122 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.

  • #11,786 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan covers 122 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#11,786
in Healthcare & Social Assistance (16,916 peers)
+26.4%
assets growth YoY

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs every filed plan by assets

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

$15,202,968 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 Institute of Ohio, Inc. / Institute for Orthpaedic Surgery 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 Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported participants fell from 129 in the plan year 2023 filing to 122 in the plan year 2024 filing.
  • Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311562435 · Orthopaedic Institute of Ohio, Inc. PY 2024 · Defined Benefit (Pension)

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan · $15M · 122 · 65th

  • TYPE $15M
  • TYPE 122
  • TYPE 65th
  • TYPE Defined Benefit (Pension)
  • TYPE near Pool Company Retirement Income Plan
  • TYPE ind #11786

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 Ohio →

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan in the asset neighbourhood

Dorsey & Whitney LLP Supplemental Pension PlanDorsey & Whitney LLP Supplem…$15MOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance PlanOrthopaedic Institute of Ohi…$15MPool Company Retirement Income PlanPool Company Retirement Inco…$15MChicago & North Western Railway Company Supplemental Pension PlanChicago & North Western Rail…$15MPepsi New York Mt. Vernon Hourly Employees PlanPepsi New York Mt. Vernon Ho…$15M
End-of-year total assets ($M) among Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN311562435
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Institute of Ohio, Inc.)

Sponsor-wide plan assets over time

All Orthopaedic Institute of Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 47.11250480162315% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.4M $71.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 2 421 $48M
2023 2 460 $60M
2024 2 455 $71M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan, Total assets ($B): 0.015202968 · Participants: 122Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan side-by-side with 3 peers →

Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pool Company Retirement Income Plan in TX ($15M); by covered participants it is Retirement Plan for Employees of Unisea, Inc. in WA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan assets move in 2024? ▼
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan grew sharply - up 26.4% during 2024, from $12M to $15M. Reported net income was $3M.
How have Orthopaedic Institute of Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Institute of Ohio, Inc.'s sponsor-wide assets grew 47.1%, from $48M to $71M.
Which Defined Benefit (Pension) plans are similar in size to Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pool Company Retirement Income Plan in TX ($15M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Unisea, Inc. in WA (122 participants, $27M 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 311562435.

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.