Defined Benefit (Pension) · DOL Form 5500 · 2024

Peachtree Orthopaedic Clinic, P.a. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
415
Participants Below avg headcount
61st
Percentile by assets National rank
$30,695
Avg per participant Low balance/head
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Official DOL plan name: Peachtree Orthopedics Pension Plan · Sponsored by Peachtree Orthopaedic Clinic, P.a. · Georgia · Healthcare & Social Assistance

$13M in assets, 415 participants

Peachtree Orthopaedic Clinic, P.a.'s Peachtree Orthopedics Pension Plan reported $13M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,197 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Peachtree Orthopedics Pension Plan covers 415 participants in Georgia, about 38% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.

#11,197
in Healthcare & Social Assistance (16,916 peers)
+31.3%
assets growth YoY

Peachtree Orthopedics Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Peachtree Orthopedics Pension Plan vs every filed plan by assets

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

$12,738,397 Top 39% higher than 61% 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

Peachtree Orthopedics Pension 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. Peachtree Orthopedics Pension Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peachtree Orthopedics Pension Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Peachtree Orthopedics Pension Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Peachtree Orthopedics Pension Plan reported participants rose from 370 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581080740 · Peachtree Orthopaedic Clinic, P.a. PY 2024 · Defined Benefit (Pension)

Peachtree Orthopedics Pension Plan · $13M · 415 · 61st

  • BOOK $13M
  • BOOK 415
  • BOOK 61st
  • BOOK Defined Benefit (Pension)
  • BOOK near Local 74 Uswu Pension Fund
  • BOOK ind #11197

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 Georgia →

Peachtree Orthopedics Pension Plan in the asset neighbourhood

Peachtree Orthopedics Pension PlanPeachtree Orthopedics Pensio…$13MLocal 74 Uswu Pension Fund$13MTuality Healthcare Cash Balance Pension PlanTuality Healthcare Cash Bala…$13MUniversity Neurosurgical Associates, P.C. Vip PlanUniversity Neurosurgical Ass…$13MAlfred Conhagen, Inc. Pension PlanAlfred Conhagen, Inc. Pensio…$13M
End-of-year total assets ($M) among Peachtree Orthopedics Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN581080740
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peachtree Orthopaedic Clinic, P.a.)

Sponsor-wide plan assets over time

All Peachtree Orthopaedic Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 27.362675132006874% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.2M $103M ▲ +27.4%
Year Plans Participants Total Assets
2022 3 942 $81M
2023 3 868 $94M
2024 2 933 $103M

Nearby Defined Benefit (Pension) Plans in Georgia

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

Peachtree Orthopedics Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Peachtree Orthopedics Pension Plan, Total assets ($B): 0.012738397 · Participants: 415Peachtree Orthopedics Pension PlanUPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
Peachtree Orthopedics Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Peachtree Orthopedics Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Local 74 Uswu Pension Fund in NY ($13M); by covered participants it is Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan in CA (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Peachtree Orthopedics Pension Plan assets move in 2024?
Peachtree Orthopedics Pension Plan surged - up 31.3% during 2024, from $10M to $13M. Reported net income was $3M.
How have Peachtree Orthopaedic Clinic, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Peachtree Orthopaedic Clinic, P.a.'s sponsor-wide assets grew 27.4%, from $81M to $103M.
Which Defined Benefit (Pension) plans are similar in size to Peachtree Orthopedics Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 74 Uswu Pension Fund in NY ($13M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Peachtree Orthopedics Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan in CA (415 participants, $216M in assets).