Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON R. BAILEY MD PA
EIN 45-1601544medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
54
P.O. BOX 980790 - HOUSTON, TX 77082281-741-5910jasonrbaileymd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 54 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
JASON R. BAILEY M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JASON R. BAILEY MD PA 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants40
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 | JASON R. BAILEY M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.7M | 14 | 2024 | |
| 001 | JASON R. BAILEY MD PA 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 40 | 2025 |
Retirement plans