Defined Benefit (Pension) · DOL Form 5500 · 2024
Pinnacle Orthopaedics & Sports Medicine Specialists, LLC Pension Plan
Data updated 2026-08-25
- $21K
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $144
- Avg per participant Low balance/head
Official DOL plan name: Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan · Sponsored by Pinnacle Orthopaedics & Sports Medicine Specialists, LLC · Georgia · Healthcare & Social Assistance
$21K in assets, 143 participants
Pinnacle Orthopaedics & Sports Medicine Specialists, LLC's Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan reported $21K in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #241 in Healthcare & Social Assistance (16,916 peers)
Coverage in Georgia
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan covers 143 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $21K.
- #241
- in Healthcare & Social Assistance (16,916 peers)
- -99.7%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan among the smaller filed plans by assets
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,537 2nd percentile higher than 2% 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
Pinnacle Orthopaedics & Sports Medicine, LLC 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. Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan reported net income fell from $1M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan end-of-year assets fell from $6M in the plan year 2023 filing to $21K in the plan year 2024 filing.
- Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan reported participants fell from 148 in the plan year 2023 filing to 143 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 582293749 · Pinnacle Orthopaedics & Sports Medicine Specialists, LLC PY 2024 · Defined Benefit (Pension)
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan · $21K · 143 · 2nd
- ASSETS $21K
- PCT 143
- EIN 2nd
- RANK Defined Benefit (Pension)
- PHOTO near Napco International UAW Local No. 125 Retirement Income Plan
- IND ind #241
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 →
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $21K |
| Net Income | -$6M |
| Employer EIN | 582293749 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinnacle Orthopaedics & Sports Medicine Specialists, LLC)
Sponsor-wide plan assets over time
All Pinnacle Orthopaedics & Sports Medicine Specialists, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21K 99.9271505994725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $28M |
| 2023 | 2 | 379 | $6M |
| 2024 | 1 | 143 | $21K |
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
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Napco International UAW Local No. 125 Retirement Income Plan in MN ($20K); by covered participants it is Retirement Plan for Employees of La Capitol Federal Credit Union in LA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21K here).
Similar participant headcount
Nearest other-state filings by covered participants (143 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.