Defined Benefit (Pension) · DOL Form 5500 · 2024

Excel Orthopaedic Specialists Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
106
Participants Small participant base
50th
Percentile by assets National rank
$71,583
Avg per participant Below avg balance/head
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Official DOL plan name: Excel Orthopaedic Specialists Cash Balance Plan · Sponsored by Excel Orthopaedic Specialists · Massachusetts · Healthcare & Social Assistance

$8M in assets, 106 participants

Excel Orthopaedic Specialists's Excel Orthopaedic Specialists Cash Balance Plan reported $8M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,257 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Excel Orthopaedic Specialists Cash Balance Plan covers 106 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#9,257
in Healthcare & Social Assistance (16,916 peers)
+24.3%
assets growth YoY

Excel Orthopaedic Specialists Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Excel Orthopaedic Specialists Cash Balance Plan vs every filed plan by assets

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

$7,587,799 Top 50% higher than 50% 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

Excel Orthopaedic Specialists 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. Excel Orthopaedic Specialists Cash Balance Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Orthopaedic Specialists Cash Balance Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Excel Orthopaedic Specialists Cash Balance Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Excel Orthopaedic Specialists Cash Balance Plan reported participants rose from 92 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042746756 · Excel Orthopaedic Specialists PY 2024 · Defined Benefit (Pension)

Excel Orthopaedic Specialists Cash Balance Plan · $8M · 106 · 50th

  • EOY $8M
  • EOY 106
  • EOY 50th
  • EOY Defined Benefit (Pension)
  • EOY near Professional Business Associates, Inc. Defined Benefit Pension Plan
  • EOY ind #9257

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 Massachusetts →

Excel Orthopaedic Specialists Cash Balance Plan in the asset neighbourhood

Livanova USA,Inc. Cash Balance Retirement PlanLivanova USA,Inc. Cash Balan…$8MExcel Orthopaedic Specialists Cash Balance PlanExcel Orthopaedic Specialist…$8MProfessional Business Associates, Inc. Defined Benefit Pension PlanProfessional Business Associ…$8MHecht, Kleeger & Damashek, P.C. Defined Benefit PlanHecht, Kleeger & Damashek, P…$8MEmployees Retirement Plan of C.Cowles and CompanyEmployees Retirement Plan of…$8M
End-of-year total assets ($M) among Excel Orthopaedic Specialists Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN042746756
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Orthopaedic Specialists)

Sponsor-wide plan assets over time

All Excel Orthopaedic Specialists plans reported in each filing year

Latest sponsor-wide plan assets
$36M 58.227662769679554% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.6M $35.8M ▲ +58.3%
Year Plans Participants Total Assets
2022 2 196 $23M
2023 2 184 $29M
2024 2 213 $36M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Excel Orthopaedic Specialists Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Excel Orthopaedic Specialists Cash Balance Plan, Total assets ($B): 0.007587799 · Participants: 106Excel Orthopaedic Specialists Cash Balance PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Excel Orthopaedic Specialists Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Excel Orthopaedic Specialists Cash Balance Plan side-by-side with 3 peers →

Excel Orthopaedic Specialists Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Professional Business Associates, Inc. Defined Benefit Pension Plan in CA ($8M); by covered participants it is State Volunteer Mutual Insurance Company Retirement Plan in TN (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Excel Orthopaedic Specialists Cash Balance Plan assets move in 2024? ▼
Excel Orthopaedic Specialists Cash Balance Plan grew sharply - up 24.3% during 2024, from $6M to $8M. Reported net income was $1M.
How have Excel Orthopaedic Specialists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Orthopaedic Specialists's sponsor-wide assets grew 58.2%, from $23M to $36M.
Which Defined Benefit (Pension) plans are similar in size to Excel Orthopaedic Specialists Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Professional Business Associates, Inc. Defined Benefit Pension Plan in CA ($8M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excel Orthopaedic Specialists Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is State Volunteer Mutual Insurance Company Retirement Plan in TN (106 participants, $57M 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 042746756.

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.