How big is Oak Tree Orthopedics' plan?

Oak Tree Orthopedics' plan reported $101K in assets and 2 participants for 2024.

Original filing (PDF)20251015122754NAL0009215026001

Oak Tree Orthopedics

Name: Oak Tree Orthopedics — Oak Tree Orthopedics, Inc., Form 5500 (2024)
Creator: Oak Tree Orthopedics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Orthopedics, Inc. Cash Balance Plan

Defined-benefit pension plan · Oak Tree Orthopedics' Oak Tree Orthopedics, Inc. Cash Balance Plan held $101K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

Plan identifiers

Oak Tree Orthopedics' EIN is 88-3917129.

EIN 88-3917129

Plan number 002

Plan year 2024

ACK ID 20251015122754NAL0009215026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Tree Orthopedics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Orthopedics' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAK TREE ORTHOPEDICS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score