Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OREGON HEART CENTER, PC
EIN 27-1527908medical practiceLatest filing 2025
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
150
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.4M assets / 150 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
OREGON HEART CENTER, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$8.4M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OREGON HEART CENTER, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$6.9M
Participants67
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 | OREGON HEART CENTER, P.C. 401(K) PROFIT SHARING PLAN | 401k | $8.4M | 83 | 2024 | |
| 001 | OREGON HEART CENTER, PC CASH BALANCE PENSION PLAN | CashBalance | $6.9M | 67 | 2025 |
Retirement plans