Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#003)$11.7M
Filings through .
Southern Oregon Orthopedics, Inc.
EIN 93-0587572hospital & health careLatest filing 2025
Plans
2
Retirement
2
$43.6M assets
Health & Benefits
0
Participants
559
2780 E. BARNETT ROAD SUITE 200 - MEDFORD, OR 97504541-608-2538oregonortho.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $43.6M assets / 559 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$31.8M
- PRINCIPAL BANK$11.7M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$31.8M
Participants333
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOUTHERN OREGON ORTHOPEDICS, INC. CASH BALANCE PLAN
Cash balance
Assets$11.7M
Participants226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $31.8M | 333 | 2025 |
| #003 | SOUTHERN OREGON ORTHOPEDICS, INC. CASH BALANCE PLAN | Cash balance | $11.7M | 226 | 2025 |
- #001 · 401(k) · 2025333
- #003 · Cash balance · 2025226
Retirement plans
Health & Benefits plans