Assets by plan
Share of aggregate retirement assets
Filings through .
Oregon Heart Center, PC
EIN 27-1527908medical practiceLatest filing 2025
Plans
2
Retirement
2
$16.2M assets
Health & Benefits
0
Participants
145
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.2M assets / 145 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
OREGON HEART CENTER, P.C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$9.3M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
OREGON HEART CENTER, PC CASH BALANCE PENSION PLAN
Cash balance
Assets$6.9M
Participants67
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 | OREGON HEART CENTER, P.C. 401(K) PROFIT SHARING PLAN | 401(k) | $9.3M | 78 | 2025 |
| #001 | OREGON HEART CENTER, PC CASH BALANCE PENSION PLAN | Cash balance | $6.9M | 67 | 2025 |
- #002 · 401(k) · 202578
- #001 · Cash balance · 202567
Retirement plans