Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $2.9M assets / 77 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | OREGON AND SALEM RHEUMATOLOGY RETIREMENT PLAN | Cash balance | $1.2M | 21 | 2025 |
| #001 | OREGON AND SALEM RHEUMATOLOGY 401(K) PLAN | 401(k) | $1.1M | 29 | 2025 |
| #002 | OREGON AND SALEM RHEUMATOLOGY PROFIT SHARING PLAN | Profit-sharing | $589K | 27 | 2025 |