Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
SUSANNE K. WOLOSON, MD, PHD, SC
EIN 77-0611451medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
9
1614 W. CENTRAL ROAD, SUITE 100 - ARLINGTON HEIGHTS, IL 60005847-577-5814doctorwoloson.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 9 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
SUSANNE K. WOLOSON, MD, PHD, SC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SUSANNE K. WOLOSON, MD, PHD, SC 401(K) PLAN
401k
Assets$388K
Participants5
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 | SUSANNE K. WOLOSON, MD, PHD, SC CASH BALANCE PLAN | CashBalance | $1.5M | 4 | 2025 | |
| 003 | SUSANNE K. WOLOSON, MD, PHD, SC 401(K) PLAN | 401k | $388K | 5 | 2025 |
Retirement plans