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  2. J. MORGAN ODONOGHUE, MD, PA
Sponsor portfolio

J. MORGAN ODONOGHUE, MD, PA

EIN 59-3680294-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
37
1952 FIELD ROAD, SUITE C - SARASOTA, FL 34231941-926-7546LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$2.2M - 19 part#003CashBalance-$2.1M - 18 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MD, PA 401(K) (#002)51%
  • CASH BALANCE PLAN (#003)49%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, PA 401(K) (#002)19
  • CASH BALANCE PLAN (#003)18
Total 37Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J. MORGAN O'DONOGHUE MD, PA 401(K) PLAN

401k

Assets$2.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

J. MORGAN O'DONOGHUE, MD, PA CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. MORGAN O'DONOGHUE MD, PA 401(K) PLAN401k$2.2M192025
003J. MORGAN O'DONOGHUE, MD, PA CASH BALANCE PLANCashBalance$2.1M182025
Retirement plans
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