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  2. OCEAN PHYSICAL THERAPY, INC.
Sponsor portfolio

OCEAN PHYSICAL THERAPY, INC.

EIN 33-0920884-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
44
901 CALLE AMANECER SUITE 901 - SAN CLEMENTE, CA 92673949-366-6785oceanpt.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$976K - 36 part#003CashBalance-$436K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • THERAPY, INC. 401(K) (#001)69%
  • CASH BALANCE PLAN (#003)31%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THERAPY, INC. 401(K) (#001)36
  • CASH BALANCE PLAN (#003)8
Total 44Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OCEAN PHYSICAL THERAPY, INC. 401(K) PLAN

401k

Assets$976K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OCEAN PHYSICAL THERAPY, INC. CASH BALANCE PLAN

CashBalance

Assets$436K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OCEAN PHYSICAL THERAPY, INC. 401(K) PLAN401k$976K362025
003OCEAN PHYSICAL THERAPY, INC. CASH BALANCE PLANCashBalance$436K82025
Retirement plans
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