Assets by plan
Share of aggregate retirement assets
Filings through .
Oregon Family Health, LLC
EIN 26-0210534medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Health & Benefits
0
Participants
27
607 SE JEFFERSON ST - DALLAS, OR 97338503-623-1200oregonfamilyhealth.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 27 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
COMPASS MEDICAL CLINIC RETIREMENT PLAN
Cash balance
Assets$2.4M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
COMPASS MEDICAL CLINIC 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.1M
Participants16
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 | COMPASS MEDICAL CLINIC RETIREMENT PLAN | Cash balance | $2.4M | 11 | 2025 |
| #001 | COMPASS MEDICAL CLINIC 401(K) PROFIT SHARING PLAN | 401(k) | $1.1M | 16 | 2025 |
- #002 · Cash balance · 202511
- #001 · 401(k) · 202516
Retirement plans