Back to filter
Original filing (PDF)20251007174548NAL0008376704001
SPECIALIZED ORTHOPEDIC SURGEONS, INC.
Form 5500-SF
FILING_RECEIVED
SOS DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALIZED ORTHOPEDIC SURGEONS, INC..
Plan sponsor
Name
SPECIALIZED ORTHOPEDIC SURGEONS, INC.
EIN
45-3673252
Address
5921 PLEASANTS VALLEY ROAD · VACAVILLE, CA · 95688
Phone
(530) 219-2427
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
ARCH BARIATRICS, LLC
ARCH BARIATRICS, LLC 401(K) PLAN
$1.9M · 7 participants
GEORGE BRAUN, MD
GEORGE BRAUN, MD PENSION PLAN
$1.9M · 3 participants
SUSQUEHANNA EYE ASSOCIATES
SUSQUEHANNA EYE ASSOCIATES PROFIT SHARING PLAN
$1.9M · 14 participants
JAMES & ANNETTE FRANKLIN, M.D., P.C.
JAMES & ANNETTE FRANKLIN, M.D.,P.C. EMPLOYEE RETIREMENT PLAN
$1.9M · 2 participants
PLATTE VALLEY SKIN CLINIC
PLATTE VALLEY SKIN CLINIC PROFIT SHARING PLAN AND
$1.9M · 4 participants
PAUL K. SHITABATA, M.D., INC. DBA DERMATOPATHOLOGY INSTITUTE
PAUL K. SHITABATA, M.D., INC. DB PLAN
$1.9M · 1 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B