# Tulsa Bone & Joint Associates

Tulsa Bone & Joint Associates is a Pension Fund based in Tulsa, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** 4802 S. 109th E. Ave, Tulsa, OK 74146, United States
- **Founded:** 1999
- **Assets under management:** $39M (Altss estimate)
- **Website:** tulsaboneandjoint.com

## Regulatory record

- **Reports private funds:** No

## About

Tulsa Bone & Joint Associates launched its retirement plan in 1999 as a defined-benefit vehicle for the physicians and staff of its growing orthopedic practice. The plan sits inside a physician-owned group that has expanded from a single Tulsa location to five clinics across northeastern Oklahoma, including Bartlesville, Owasso, and Sand Springs. The practice maintains hospital affiliations with Saint Francis Hospital and St. John Medical Center, where its surgeons hold privileges, and it co-owns the Union Pines Surgery Center through a joint venture with St. John — making this one of the few independent orthopedic groups in the region that controls both clinical operations and a surgical facility. Investment strategy and asset allocation are not publicly disclosed, but small corporate pension plans of this scale typically maintain a conservative posture weighted toward fixed income and domestic equities, often with modest allocations to real estate and private markets. The plan's real-asset exposure is literal rather than financial: the practice directly owns its headquarters campus at 4802 S. 109th E. Avenue and the adjacent Union Pines Surgery Center, both commercial properties in Tulsa. These hard assets sit alongside the plan's liquid portfolio, giving the entity an unusual dual structure — a pension fund with direct operating-company real estate exposure through the medical practice it serves. Team size and named fiduciaries are not published. The OrthoForum, a national network of independent orthopedic practices of which Tulsa Bone & Joint is a member, provides benchmarking and group purchasing power that may extend to retirement-plan services. The group also maintains ties to the Tulsa Regional Chamber and supports local institutions including the University of Tulsa and Cascia Hall Preparatory School, where it serves as an event sponsor and official orthopedic provider. The structural differentiator is the plan's embedded relationship with an operating surgical business. Unlike a standalone corporate pension, this plan's sponsor directly controls hard assets — a surgery center and five clinic properties — that generate cash flows independent of the plan's investment portfolio. That alignment creates a layer of sponsor credit quality tied to local healthcare demand rather than to the balance sheet of a diversified corporation. For a plan of this size, the operating-company backstop is the most material underwriting fact an external manager would assess.

## Sectors

- Healthcare Services
- Real Estate

## Offices

- Bartlesville, OK
- Owasso, OK
- Sand Springs, OK

## Questions

### How is the retirement plan funded?

The plan is funded entirely from the operating revenue of the orthopedic practice. Wealth originates from clinical services — orthopedic surgery, sports medicine, and related care — not from an external family fortune or endowment.

### What is the estimated size of the pension plan?

Altss estimates the plan's assets at roughly $39M, based on available records. The sponsoring practice does not publicly disclose its retirement plan's AUM.

### What real assets does the entity control?

Beyond the retirement portfolio, the sponsoring practice owns or holds interests in clinical real estate, including its main Tulsa campus and an ownership stake in the Union Pines Surgery Center, a joint venture with St. John Medical Center.

### What is the connection to St. John Medical Center and Saint Francis Hospital?

TB&J is a joint venture partner with St. John Medical Center in the Union Pines Surgery Center adjacent to its main campus. Its physicians also maintain clinical privileges at Saint Francis Hospital, though that relationship is operational, not an ownership stake.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/tulsa-bone-joint-associates

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology