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  2. Orthopedic Institute of Newport Beach Limited Partnership
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Orthopedic Institute of Newport Beach Limited Partnership

EIN 80-0856095-Health Care and Social Assistance-Latest filing 2025
Plans
18
Retirement
18
$34.4M assets
Health & Benefits
0
Participants
384
22 CORPORATE PLAZA DRIVE - NEWPORT BEACH, CA 92660949-722-5091
Plans on this EIN
18 filings
#009Profit-sharing-$9.7M - 1 part#012Profit-sharing-$3.3M - 1 part#015Profit-sharing-$3.1M - 193 part#001401(k)-$2.9M - 175 part#003Profit-sharing-$2.6M - 1 part#010Profit-sharing-$2.1M - 1 part#013Profit-sharing-$2.1M - 1 part#020Profit-sharing-$1.8M - 1 part#017Profit-sharing-$1.5M - 1 part#016Profit-sharing-$1.3M - 1 part#018Profit-sharing-$1.2M - 1 part#019Profit-sharing-$859K - 1 part#022Profit-sharing-$827K - 1 part#028Profit-sharing-$415K - 1 part#026Profit-sharing-$341K - 1 part#029Profit-sharing-$213K - 1 part#031Profit-sharing-$70K - 1 part#032Profit-sharing-$70K - 1 part+12 more plans

Retirement portfolio analytics

18 plans aggregated / $34.4M assets / 384 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#009)$9.7M
  • PROFIT SHARING PLAN (#012)$3.3M
  • PROFIT SHARING PLAN (#015)$3.1M
  • LIMITED PARTNERSHIP 401(K) (#001)$2.9M
  • PROFIT SHARING PLAN (#003)$2.6M
  • PROFIT SHARING PLAN (#010)$2.1M
  • +12 more
Total $34.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#015)193
  • LIMITED PARTNERSHIP 401(K) (#001)175
  • PROFIT SHARING PLAN (#009)1
  • PROFIT SHARING PLAN (#012)1
  • PROFIT SHARING PLAN (#003)1
  • PROFIT SHARING PLAN (#010)1
  • +12 more
Total 384Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#009

MICHAEL L. GORDON PROFIT SHARING PLAN

Profit-sharing

Assets$9.7M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#012

ROXIE PROFIT SHARING PLAN

Profit-sharing

Assets$3.3M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#015

NOI PROFIT SHARING PLAN

Profit-sharing

Assets$3.1M
Participants193
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN

401(k)

Assets$2.9M
Participants175
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

ALAN H. BEYER PROFIT SHARING PLAN

Profit-sharing

Assets$2.6M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010

TZE C. IP PROFIT SHARING PLAN

Profit-sharing

Assets$2.1M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#013

LUCY PROFIT SHARING PLAN

Profit-sharing

Assets$2.1M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#020

JAMES H. TING PROFIT SHARING PLAN

Profit-sharing

Assets$1.8M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#017

SHAUNAK S. DESAI PROFIT SHARING PLAN

Profit-sharing

Assets$1.5M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#016

BALAJI S. CHARLU PROFIT SHARING PLAN

Profit-sharing

Assets$1.3M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#018

DAVID S. GAZZANIGA PROFIT SHARING PLAN

Profit-sharing

Assets$1.2M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#019

RICHARD S. LEE PROFIT SHARING PLAN

Profit-sharing

Assets$859K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

NN PROFIT SHARING PLAN

Profit-sharing

Assets$827K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#028

TRD PROFIT SHARING PLAN

Profit-sharing

Assets$415K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#026

FAME PROFIT SHARING PLAN

Profit-sharing

Assets$341K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#029

HK PROFIT SHARING PLAN

Profit-sharing

Assets$213K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#031

MDH PROFIT SHARING PLAN

Profit-sharing

Assets$70K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#032

NOI402 PROFIT SHARING PLAN

Profit-sharing

Assets$70K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

18 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#009MICHAEL L. GORDON PROFIT SHARING PLANProfit-sharing$9.7M12025
#012ROXIE PROFIT SHARING PLANProfit-sharing$3.3M12025
#015NOI PROFIT SHARING PLANProfit-sharing$3.1M1932024
#001ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN401(k)$2.9M1752025
#003ALAN H. BEYER PROFIT SHARING PLANProfit-sharing$2.6M12024
#010TZE C. IP PROFIT SHARING PLANProfit-sharing$2.1M12025
#013LUCY PROFIT SHARING PLANProfit-sharing$2.1M12025
#020JAMES H. TING PROFIT SHARING PLANProfit-sharing$1.8M12025
#017SHAUNAK S. DESAI PROFIT SHARING PLANProfit-sharing$1.5M12025
#016BALAJI S. CHARLU PROFIT SHARING PLANProfit-sharing$1.3M12025
#018DAVID S. GAZZANIGA PROFIT SHARING PLANProfit-sharing$1.2M12025
#019RICHARD S. LEE PROFIT SHARING PLANProfit-sharing$859K12025
#022NN PROFIT SHARING PLANProfit-sharing$827K12025
#028TRD PROFIT SHARING PLANProfit-sharing$415K12025
#026FAME PROFIT SHARING PLANProfit-sharing$341K12025
#029HK PROFIT SHARING PLANProfit-sharing$213K12025
#031MDH PROFIT SHARING PLANProfit-sharing$70K12025
#032NOI402 PROFIT SHARING PLANProfit-sharing$70K12025
  • MICHAEL L. GORDON PROFIT SHARING PLAN$9.7M
    #009 · Profit-sharing · 20251
  • ROXIE PROFIT SHARING PLAN$3.3M
    #012 · Profit-sharing · 20251
  • NOI PROFIT SHARING PLAN$3.1M
    #015 · Profit-sharing · 2024193
  • ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN$2.9M
    #001 · 401(k) · 2025175
  • ALAN H. BEYER PROFIT SHARING PLAN$2.6M
    #003 · Profit-sharing · 20241
  • TZE C. IP PROFIT SHARING PLAN$2.1M
    #010 · Profit-sharing · 20251
  • LUCY PROFIT SHARING PLAN$2.1M
    #013 · Profit-sharing · 20251
  • JAMES H. TING PROFIT SHARING PLAN$1.8M
    #020 · Profit-sharing · 20251
  • SHAUNAK S. DESAI PROFIT SHARING PLAN$1.5M
    #017 · Profit-sharing · 20251
  • BALAJI S. CHARLU PROFIT SHARING PLAN$1.3M
    #016 · Profit-sharing · 20251
  • DAVID S. GAZZANIGA PROFIT SHARING PLAN$1.2M
    #018 · Profit-sharing · 20251
  • RICHARD S. LEE PROFIT SHARING PLAN$859K
    #019 · Profit-sharing · 20251
  • NN PROFIT SHARING PLAN$827K
    #022 · Profit-sharing · 20251
  • TRD PROFIT SHARING PLAN$415K
    #028 · Profit-sharing · 20251
  • FAME PROFIT SHARING PLAN$341K
    #026 · Profit-sharing · 20251
  • HK PROFIT SHARING PLAN$213K
    #029 · Profit-sharing · 20251
  • MDH PROFIT SHARING PLAN$70K
    #031 · Profit-sharing · 20251
  • NOI402 PROFIT SHARING PLAN$70K
    #032 · Profit-sharing · 20251
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