Back to filter
Original filing (PDF)20260223141215NAL0002339170001
COMPREHENSIVE ORTHOPEDICS, PLLC
Form 5500-SF
FILING_RECEIVED
COMPREHENSIVE ORTHOPEDICS, PLLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 3.2 mo
Active participants
26
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Filed 3.2 months past the 10.5-month grace window.
- Plan is frozen (1I) — no new benefit accrual.
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 COMPREHENSIVE ORTHOPEDICS, PLLC.
Plan sponsor
Name
COMPREHENSIVE ORTHOPEDICS, PLLC
EIN
66-0706719
Address
9151 ESTATE THOMAS FOOTHILLS · PROFESSIONAL BUILDING, SUITE 206 · ST. THOMAS, VI · 00802
Phone
(340) 779-2663
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
2026-02-23
Pension benefit codes
1C · Cash balance or similar hybrid DB
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
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
AKRON PEDIATRIC SURGICAL ASSOCIATES, INC.
AKRON PEDIATRIC SURGICAL ASSOCIATES, INC. CASH BALANCE PENSION PLAN
$1.4M · 5 participants
ERIC A ENRIQUEZ MD INC
ERIC A ENRIQUEZ MD INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 6 participants
GUAJIRA FAMILY CLINIC
GUAJIRA FAMILY CLINIC PROFIT SHARING PLAN
$1.4M · 19 participants
RITA R. ELLITHORPE, M.D., INC.
TUSTIN LONGEVITY CENTER CASH BALANCE PLAN
$1.4M · 18 participants
MICHELLE RANDOLPH, M.D., P.C.
MICHELLE RANDOLPH, M.D., P.C. 401(K) PLAN
$1.4M · 4 participants
SANTA ROSA HEAD AND NECK SURGICAL ASSOCIATES
SANTA ROSA HEAD AND NECK SURGICAL ASSOCIATES 401(K) PLAN
$1.4M · 5 participants
Large plans in U.S. Virgin Islands
DTR HOLDINGS, LLC
VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES
$38.5M · 74 participants
DTR HOLDINGS, LLC
ICC CONSOLIDATED PENSION PLAN
$22.1M · 20 participants
LIMETREE BAY TERMINALS, LLC
LIMETREE BAY TERMINALS, LLC 401(K) PLAN
$19.4M · 151 participants
ANTILLES SCHOOL, INC.
ANTILLES SCHOOL 403(B) PLAN
$15.6M · 46 participants
DUDLEY NEWMAN FEUERZEIG LLP
DUDLEY NEWMAN FEUERZEIG LLP 401(K) PLAN
$9.4M · 40 participants
ICMC, LLLP
INTERNATIONAL CAPITAL 401K PLAN
$9.0M · 16 participants