Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP
EIN 80-0856095Health Care and Social AssistanceLatest filing 2024
Plans
16
Retirement
16
$29.2M assets
Welfare
0
Participants
397
22 CORPORATE PLAZA DRIVE - NEWPORT BEACH, CA 92660949-722-5091
Plans on this EIN
16 filings#009ProfitSharing-$7.5M - 1 part#015ProfitSharing-$3.1M - 193 part#012ProfitSharing-$2.8M - 1 part#003ProfitSharing-$2.6M - 1 part#001401k-$2.6M - 190 part#013ProfitSharing-$1.9M - 1 part#010ProfitSharing-$1.8M - 1 part#020ProfitSharing-$1.5M - 1 part#017ProfitSharing-$1.2M - 1 part#016ProfitSharing-$1.1M - 1 part#018ProfitSharing-$913K - 1 part#019ProfitSharing-$761K - 1 part#022ProfitSharing-$663K - 1 part#028ProfitSharing-$297K - 1 part#026ProfitSharing-$231K - 1 part#029ProfitSharing-$135K - 1 part
Retirement portfolio analytics
16 plans aggregated / $29.2M assets / 397 participantsParticipants by plan
Active + retired + deferred vested
- +10 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#009
MICHAEL L. GORDON PROFIT SHARING PLAN
ProfitSharing
Assets$7.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
NOI PROFIT SHARING PLAN
ProfitSharing
Assets$3.1M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
ROXIE PROFIT SHARING PLAN
ProfitSharing
Assets$2.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALAN H. BEYER PROFIT SHARING PLAN
ProfitSharing
Assets$2.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN
401k
Assets$2.6M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013
LUCY PROFIT SHARING PLAN
ProfitSharing
Assets$1.9M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
TZE C. IP PROFIT SHARING PLAN
ProfitSharing
Assets$1.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020
JAMES H. TING PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017
SHAUNAK S. DESAI PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016
BALAJI S. CHARLU PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018
DAVID S. GAZZANIGA PROFIT SHARING PLAN
ProfitSharing
Assets$913K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019
RICHARD S. LEE PROFIT SHARING PLAN
ProfitSharing
Assets$761K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022
NN PROFIT SHARING PLAN
ProfitSharing
Assets$663K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028
TRD PROFIT SHARING PLAN
ProfitSharing
Assets$297K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#026
FAME PROFIT SHARING PLAN
ProfitSharing
Assets$231K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#029
HK PROFIT SHARING PLAN
ProfitSharing
Assets$135K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans16
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 009 | MICHAEL L. GORDON PROFIT SHARING PLAN | ProfitSharing | $7.5M | 1 | 2024 | |
| 015 | NOI PROFIT SHARING PLAN | ProfitSharing | $3.1M | 193 | 2024 | |
| 012 | ROXIE PROFIT SHARING PLAN | ProfitSharing | $2.8M | 1 | 2024 | |
| 003 | ALAN H. BEYER PROFIT SHARING PLAN | ProfitSharing | $2.6M | 1 | 2024 | |
| 001 | ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN | 401k | $2.6M | 190 | 2024 | |
| 013 | LUCY PROFIT SHARING PLAN | ProfitSharing | $1.9M | 1 | 2024 | |
| 010 | TZE C. IP PROFIT SHARING PLAN | ProfitSharing | $1.8M | 1 | 2024 | |
| 020 | JAMES H. TING PROFIT SHARING PLAN | ProfitSharing | $1.5M | 1 | 2024 | |
| 017 | SHAUNAK S. DESAI PROFIT SHARING PLAN | ProfitSharing | $1.2M | 1 | 2024 | |
| 016 | BALAJI S. CHARLU PROFIT SHARING PLAN | ProfitSharing | $1.1M | 1 | 2024 | |
| 018 | DAVID S. GAZZANIGA PROFIT SHARING PLAN | ProfitSharing | $913K | 1 | 2024 | |
| 019 | RICHARD S. LEE PROFIT SHARING PLAN | ProfitSharing | $761K | 1 | 2024 | |
| 022 | NN PROFIT SHARING PLAN | ProfitSharing | $663K | 1 | 2024 | |
| 028 | TRD PROFIT SHARING PLAN | ProfitSharing | $297K | 1 | 2024 | |
| 026 | FAME PROFIT SHARING PLAN | ProfitSharing | $231K | 1 | 2024 | |
| 029 | HK PROFIT SHARING PLAN | ProfitSharing | $135K | 1 | 2024 |
Retirement plans
Welfare plans