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  2. OCULOPLASTIC SURGEONS OF OKLAHOMA, PLLC
Sponsor portfolio

OCULOPLASTIC SURGEONS OF OKLAHOMA, PLLC

EIN 20-2637128-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
29
16315 N. MAY AVENUE - EDMOND, OK 73013405-521-0041oculosurgeons.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.8M - 14 part#002CashBalance-$1.3M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • & THRIFT PLAN (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)15
  • & THRIFT PLAN (#001)14
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OCULOPLASTIC SURGEONS OF OKLAHOMA, PLLC PROFIT SHARING & THRIFT PLAN

401k

Assets$3.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OCULOPLASTIC SURGEONS OF OKLAHOMA, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OCULOPLASTIC SURGEONS OF OKLAHOMA, PLLC PROFIT SHARING & THRIFT PLAN401k$3.8M142025
002OCULOPLASTIC SURGEONS OF OKLAHOMA, PLLC CASH BALANCE PLANCashBalance$1.3M152024
Retirement plans
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