Assets by plan
Share of aggregate retirement assets
Filings through .
Michael J Doherty DDS LLC Dba
EIN 26-4061096Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Health & Benefits
0
Participants
26
460 MURPHY ROAD - MEDFORD, OR 97504541-776-0050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 26 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
ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC CASH BALANCE PLAN
Cash balance
Assets$2.2M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC 401(K) PLAN
401(k)
Assets$1.4M
Participants14
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 | ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC CASH BALANCE PLAN | Cash balance | $2.2M | 12 | 2025 |
| #001 | ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC 401(K) PLAN | 401(k) | $1.4M | 14 | 2025 |
- #002 · Cash balance · 202512
- #001 · 401(k) · 202514
Retirement plans