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  2. ORLEYS OF SOUTHERN OREGON
Sponsor portfolio

ORLEYS OF SOUTHERN OREGON

EIN 84-3378407-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
31
3050 CRATER LAKE HWY - MEDFORD, OR 97504541-779-5340
Plans on this EIN
2 filings
#001401k-$912K - 19 part#002CashBalance-$714K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SOUTHERN OREGON 401(K) (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUTHERN OREGON 401(K) (#001)19
  • CASH BALANCE PLAN (#002)12
Total 31Click 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#001

ORLEYS OF SOUTHERN OREGON 401(K) PLAN

401k

Assets$912K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORLEYS OF SOUTHERN OREGON CASH BALANCE PLAN

CashBalance

Assets$714K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORLEYS OF SOUTHERN OREGON 401(K) PLAN401k$912K192025
002ORLEYS OF SOUTHERN OREGON CASH BALANCE PLANCashBalance$714K122025
Retirement plans
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