Assets by plan
Share of aggregate retirement assets
Filings through .
Jessen Omfs, Inc.
EIN 45-2648973medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Health & Benefits
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 23 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#001
JESSEN OMFS, INC. PROFIT SHARING PLAN
401(k)
Assets$1.8M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JESSEN OMFS, INC. CASH BALANCE PLAN
Cash balance
Assets$237K
Participants10
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 |
|---|---|---|---|---|---|
| #001 | JESSEN OMFS, INC. PROFIT SHARING PLAN | 401(k) | $1.8M | 13 | 2025 |
| #002 | JESSEN OMFS, INC. CASH BALANCE PLAN | Cash balance | $237K | 10 | 2025 |
- #001 · 401(k) · 202513
- #002 · Cash balance · 202510
Retirement plans