Defined Benefit (Pension) · DOL Form 5500 · 2024

Southern Oregon Orthopedics, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
186
Participants Below avg headcount
56th
Percentile by assets National rank
$53,533
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Orthopedics, Inc. Cash Balance Plan · Sponsored by Southern Oregon Orthopedics, Inc. · Oregon · Healthcare & Social Assistance

$10M in assets, 186 participants

Southern Oregon Orthopedics, Inc.'s Southern Oregon Orthopedics, Inc. Cash Balance Plan reported $10M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,333 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Southern Oregon Orthopedics, Inc. Cash Balance Plan covers 186 participants in Oregon, about 42% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#10,333
in Healthcare & Social Assistance (16,916 peers)
+15.1%
assets growth YoY

Southern Oregon Orthopedics, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Oregon Orthopedics, Inc. Cash Balance Plan vs every filed plan by assets

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

$9,957,098 Top 44% higher than 56% 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

Southern Oregon Orthopedics, Inc. 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. Southern Oregon Orthopedics, Inc. Cash Balance Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Oregon Orthopedics, Inc. Cash Balance Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Southern Oregon Orthopedics, Inc. Cash Balance Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southern Oregon Orthopedics, Inc. Cash Balance Plan reported participants rose from 176 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930587572 · Southern Oregon Orthopedics, Inc. PY 2024 · Defined Benefit (Pension)

Southern Oregon Orthopedics, Inc. Cash Balance Plan · $10M · 186 · 56th

  • SCH $10M
  • EBSA 186
  • PART 56th
  • TYPE Defined Benefit (Pension)
  • NET near GE Appliances Pension Plan
  • BOOK ind #10333

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 Oregon →

Southern Oregon Orthopedics, Inc. Cash Balance Plan in the asset neighbourhood

Retirement Income Plan for Employees of Ahf, LLCRetirement Income Plan for E…$10MSouthern Oregon Orthopedics, Inc. Cash Balance PlanSouthern Oregon Orthopedics,…$10MGE Appliances Pension Plan$10MScripps Pension Plan (Journal Publishing Company)Scripps Pension Plan (Journa…$10MNational Railway Labor Conference Supplemental Pension PlanNational Railway Labor Confe…$10M
End-of-year total assets ($M) among Southern Oregon Orthopedics, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN930587572
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Orthopedics, Inc.)

Sponsor-wide plan assets over time

All Southern Oregon Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 407.65794470399544% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $7.24M $36.8M ▲ +407.9%
Year Plans Participants Total Assets
2022 1 144 $7M
2023 2 359 $31M
2024 2 389 $37M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Southern Oregon Orthopedics, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Southern Oregon Orthopedics, Inc. Cash Balance Plan, Total assets ($B): 0.009957098 · Participants: 186Southern Oregon Orthopedics, Inc. Cash Balance PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Southern Oregon Orthopedics, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Southern Oregon Orthopedics, Inc. Cash Balance Plan side-by-side with 3 peers →

Southern Oregon Orthopedics, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is GE Appliances Pension Plan in KY ($10M); by covered participants it is Motorists Mutual Retirement Plan in OH (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Southern Oregon Orthopedics, Inc. Cash Balance Plan assets move in 2024? ▼
Southern Oregon Orthopedics, Inc. Cash Balance Plan grew sharply - up 15.1% during 2024, from $9M to $10M. Reported net income was $1M.
How have Southern Oregon Orthopedics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Orthopedics, Inc.'s sponsor-wide assets grew 407.7%, from $7M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Southern Oregon Orthopedics, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is GE Appliances Pension Plan in KY ($10M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Oregon Orthopedics, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Motorists Mutual Retirement Plan in OH (186 participants, $68M 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 930587572.

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.