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  2. Oregon Retina Specialists, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Oregon Retina Specialists, LLC

EIN 35-2323010-medical practice-Latest filing 2025
Plans
3
Retirement
3
$3.5M assets
Health & Benefits
0
Participants
38
1518 E BARNETT RD - MEDFORD, OR 97504541-770-2020LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#003Traditional DB-$2.4M - 11 part#001401(k)-$1.1M - 16 part#004Profit-sharing-$87K - 11 part

Retirement portfolio analytics

3 plans aggregated / $3.5M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PENSION (#003)$2.4M
  • 401(K) PS PLAN (#001)$1.1M
  • PROFIT SHARING PLAN (#004)$87K
Total $3.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)16
  • DEFINED BENEFIT PENSION (#003)11
  • PROFIT SHARING PLAN (#004)11
Total 38Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

OREGON RETINA SPECIALISTS, LLC DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$2.4M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

OREGON RETINA SPECIALISTS LLC 401(K) PS PLAN

401(k)

Assets$1.1M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

OREGON RETINA SPECIALISTS, LLC PROFIT SHARING PLAN

Profit-sharing

Assets$87K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003OREGON RETINA SPECIALISTS, LLC DEFINED BENEFIT PENSION PLANTraditional DB$2.4M112024
#001OREGON RETINA SPECIALISTS LLC 401(K) PS PLAN401(k)$1.1M162025
#004OREGON RETINA SPECIALISTS, LLC PROFIT SHARING PLANProfit-sharing$87K112024
  • OREGON RETINA SPECIALISTS, LLC DEFINED BENEFIT PENSION PLAN$2.4M
    #003 · Traditional DB · 202411
  • OREGON RETINA SPECIALISTS LLC 401(K) PS PLAN$1.1M
    #001 · 401(k) · 202516
  • OREGON RETINA SPECIALISTS, LLC PROFIT SHARING PLAN$87K
    #004 · Profit-sharing · 202411
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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