Back to filter
Original filing (PDF)20251015091807NAL0004163649001
THE ORTHOPAEDIC GROUP, P.C.
Form 5500
FILING_RECEIVED
THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
—
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ORTHOPAEDIC GROUP, P.C..
Plan sponsor
Name
THE ORTHOPAEDIC GROUP, P.C.
EIN
63-1187140
Address
6144 AIRPORT BLVD. · MOBILE, AL · 36608
Phone
(251) 470-5280
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
15 direct securities· $10.5M(56% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Intermediate Term Bond Index Admiral Fund | — | — | $3.7M | $3.5M | 18.9% | |
| Vanguard Short Term Federal Fund | — | — | $914K | $886K | 4.7% | |
| Vanguard Equity Income Admiral Fund | — | — | $769K | $873K | 4.7% | |
| Vanguard Growth Index Fund Institutional | — | — | $406K | $849K | 4.5% | |
| Vanguard Federal Money Market Fund (includes forfeiture) | — | — | $736K | $707K | 3.8% | |
| Vanguard 500 Index Admiral Fund | — | — | $218K | $689K | 3.7% | |
| Vanguard Small Cap Index Admiral Fund | — | — | $275K | $523K | 2.8% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | $277K | $521K | 2.8% | |
| T Rowe Price Value Fund I | — | — | $272K | $348K | 1.9% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | — | — | $276K | $348K | 1.9% | |
| T Rowe Price Blue Chip Growth I | — | — | $270K | $339K | 1.8% | |
| Vanguard International Value Investment Fund | — | — | $199K | $263K | 1.4% | |
| Vanguard International Growth Admiral Fund | — | — | $264K | $259K | 1.4% | |
| Vanguard REIT Index Admiral Fund | — | — | $128K | $177K | 0.9% | |
| DFA U.S. Small CAP | — | — | $100K | $174K | 0.9% |
Related plans
Similar-size Offices of Physicians plans
UNITED ANESTHESIA, INC.
UNITED ANESTHESIA, INC SAVINGS AND PROTECTION PLAN
$18.7M · 30 participants
ANESTHESIA SPECIALISTS
ANESTHESIA SPECIALISTS MONEY PURCHASE PENSION PLAN
$18.7M · 11 participants
BAY AREA HEART CENTER, P.A.
BAY AREA HEART CENTER, P.A. 401(K) PROFIT SHARING PLAN
$18.7M · 78 participants
NORTHWEST GASTROENTEROLOGY CLINIC
NORTHWEST GASTROENTEROLOGY CLINIC 401(K) PROFIT SHARING PLAN
$18.7M · 71 participants
JACKSON SIEGELBAUM GASTROENTEROLOGY
JACKSON SIEGELBAUM GASTROENTEROLOGY RETIREMENT PLAN
$18.7M · 76 participants
BCA MEDICAL ASSOCIATES, P.A.
BCA MEDICAL ASSOCIATES, P.A. CASH OR DEFERRED PROFIT SHARING
$18.7M · 85 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants