Assets by plan
Share of aggregate retirement assets
Filings through .
Orange County Urology Associates, Inc. a Medical Group
EIN 57-1143045medical practiceLatest filing 2025
Plans
2
Retirement
2
$31.2M assets
Health & Benefits
0
Participants
341
23961 CALLE DE LA MAGDALENA, STE 500 - LAGUNA HILLS, CA 92653949-855-1101orangecountyurology.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.2M assets / 341 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$6.8M
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
ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k)
Assets$24.4M
Participants222
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ORANGE COUNTY UROLOGY ASSOCIATES, INC., A MEDICAL GROUP CASH BALANCE PENSION PLAN
Cash balance
Assets$6.8M
Participants119
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 | ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | 401(k) | $24.4M | 222 | 2025 |
| #002 | ORANGE COUNTY UROLOGY ASSOCIATES, INC., A MEDICAL GROUP CASH BALANCE PENSION PLAN | Cash balance | $6.8M | 119 | 2025 |
- #001 · 401(k) · 2025222
- #002 · Cash balance · 2025119
Retirement plans