Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERNARD C. ONG, M.D., P.C.
EIN 20-3496764medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERNARD ONG, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$4.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BERNARD ONG, M.D., P.C. RETIREMENT SAVINGS PLAN
401k
Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERNARD ONG, M.D., P.C. CASH BALANCE PLAN | CashBalance | $4.9M | 13 | 2025 | |
| 001 | BERNARD ONG, M.D., P.C. RETIREMENT SAVINGS PLAN | 401k | $2.9M | 15 | 2025 |
Retirement plans