Defined Benefit (Pension) · DOL Form 5500 · 2024

Northwest Orthopaedic Surgery Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 26th
Percentile by assets National rank: $742,776
Avg per participant High balance/head

Official DOL plan name: Northwest Orthopaedic Surgery Defined Benefit Pension Plan · Sponsored by Northwest Orthopaedic Surgery · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Northwest Orthopaedic Surgery's Northwest Orthopaedic Surgery Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#3,953 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Northwest Orthopaedic Surgery Defined Benefit Pension Plan surged 65.4% in 2024 ($898K → $1M) for 2 participants.

#3,953
in Healthcare & Social Assistance (16,916 peers): +65.4%
assets growth YoY

Northwest Orthopaedic Surgery Defined Benefit Pension Plan among the smaller filed plans by assets

Northwest Orthopaedic Surgery Defined Benefit Pension Plan vs every filed plan by assets

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

$1,485,551 26th percentile higher than 26% 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

Northwest Orthopaedic Surgery Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Orthopaedic Surgery Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 832102042 · Northwest Orthopaedic Surgery PY 2024 · Defined Benefit (Pension)

Northwest Orthopaedic Surgery Defined Benefit Pension Plan · $1M · 2 · 26th

ASSETS $1M
PCT 2
EIN 26th
RANK Defined Benefit (Pension)
PHOTO near Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan
IND ind #3953

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 California →

End-of-year total assets ($M) among Northwest Orthopaedic Surgery Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$898K
Net Assets (End of Year)	$1M
Net Income	$587K
Employer EIN	832102042
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Northwest Orthopaedic Surgery Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Ilwu-Pma Pension Plan $10.8B · 15,833

Compare Northwest Orthopaedic Surgery Defined Benefit Pension Plan side-by-side with 3 peers →

Northwest Orthopaedic Surgery Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan in NV ($1M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan (NV) $1M · 2
Evergreen Land, Inc. Cash Balance Plan (NY) $1M · 13
Sanofi-Aventis Puerto Rico Pension Plan (NJ) $1M · 13
Anthony Grant, Inc. Retirement Plan (CT) $2M · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
Tres Rios Retirement Plan Trust (PR) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off

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 Northwest Orthopaedic Surgery Defined Benefit Pension Plan assets move in 2024? ▼

Northwest Orthopaedic Surgery Defined Benefit Pension Plan surged - up 65.4% during 2024, from $898K to $1M. Reported net income was $587K.

Which Defined Benefit (Pension) plans are similar in size to Northwest Orthopaedic Surgery Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan in NV ($1M, 2 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Northwest Orthopaedic Surgery Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 832102042.