Assets by plan
Share of aggregate retirement assets
Filings through .
Bernard C. Ong, M.D., P.C.
EIN 20-3496764medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Health & Benefits
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 28 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#002
BERNARD ONG, M.D., P.C. CASH BALANCE PLAN
Cash balance
Assets$4.9M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BERNARD ONG, M.D., P.C. RETIREMENT SAVINGS PLAN
401(k)
Assets$2.9M
Participants15
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 |
|---|---|---|---|---|---|
| #002 | BERNARD ONG, M.D., P.C. CASH BALANCE PLAN | Cash balance | $4.9M | 13 | 2025 |
| #001 | BERNARD ONG, M.D., P.C. RETIREMENT SAVINGS PLAN | 401(k) | $2.9M | 15 | 2025 |
- #002 · Cash balance · 202513
- #001 · 401(k) · 202515
Retirement plans