Assets by plan
Share of aggregate retirement assets
Filings through .
Southern Oregon Hospitalists, P.C.
EIN 20-2088973medical practiceLatest filing 2025
Plans
2
Retirement
2
$30.1M assets
Health & Benefits
0
Participants
78
2640 E BARNETT ROAD, #E333 - MEDFORD, OR 97504541-282-6701sohpc.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.1M assets / 78 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTHERN OREGON HOSPITALISTS, P.C. 401(K) PLAN
401(k)
Assets$21.3M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOUTHERN OREGON HOSPITALISTS, P.C. CASH BALANCE PLAN
Cash balance
Assets$8.8M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHERN OREGON HOSPITALISTS, P.C. 401(K) PLAN | 401(k) | $21.3M | 46 | 2025 |
| #002 | SOUTHERN OREGON HOSPITALISTS, P.C. CASH BALANCE PLAN | Cash balance | $8.8M | 32 | 2025 |
- #001 · 401(k) · 202546
- #002 · Cash balance · 202532
Retirement plans