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
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
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.
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
Georgia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 581080740 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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
| 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.
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
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).
- Local 74 Uswu Pension Fund (NY) $13M · 57
- Tuality Healthcare Cash Balance Pension Plan (OR) $13M · 523
- University Neurosurgical Associates, P.C. Vip Plan (MI) $13M · 102
- Alfred Conhagen, Inc. Pension Plan (LA) $13M · 46
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan (CA) 415 · 0 off
- Mutual of Omaha Retirement Income Plan (NE) 415 · 0 off
- Sunbeam Television Corporation Retirement Plan (FL) 414 · 1 off
- Sg Pension Plan (NY) 414 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.