Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK A PETROFF, MD PC DBA PETROFF CENTER
EIN 20-3969043Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$8.3M assets
Welfare
1
Participants
40
17720 JEAN WAY, SUITE 100 - LAKE OSWEGO, OR 97035503-635-4886
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 33 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#001
PETROFF CENTER PROFIT SHARING PLAN
401k
Assets$5.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PETROFF CENTER DEFINED BENEFIT PLAN
CashBalance
Assets$3.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
PETROFF CENTER CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETROFF CENTER PROFIT SHARING PLAN | 401k | $5.0M | 18 | 2025 | |
| 003 | PETROFF CENTER DEFINED BENEFIT PLAN | CashBalance | $3.3M | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PETROFF CENTER CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans