PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Salem Clinic, P.C.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Salem Clinic, P.C.

EIN 93-0791519-medical practice-Latest filing 2025
Plans
3
Retirement
2
$174.7M assets
Health & Benefits
1
$480K premiums
Participants
1,308
2020 CAPITOL ST NE - SALEM, OR 973033244503-399-2424salemclinic.orgLinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#004401(k)-$135.6M - 762 part#006Cash balance-$39.2M - 81 part#505Mixed-$480K - 455 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $174.7M assets / 843 participants

Assets by plan

Share of aggregate retirement assets

  • OR DEFERRED Savings (#004)$135.6M
  • CASH BALANCE PENSION (#006)$39.2M
Total $174.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$135.6M
  • (Not disclosed)$39.2M
Total $174.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • OR DEFERRED Savings (#004)762
  • CASH BALANCE PENSION (#006)81
Total 843Select a row to open it

Benefits portfolio analytics

1 plan / $480K premiums / 455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$350K
  • Short-term disability$350K
  • Long-term disability$350K
  • Other$350K
  • Dental$130K
Total $480K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#004

SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN

401(k)

Assets$135.6M
Participants762
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

SALEM CLINIC, P.C. CASH BALANCE PENSION PLAN

Cash balance

Assets$39.2M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

SALEM CLINIC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$480K
Covered lives455
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN401(k)$135.6M7622025
#006SALEM CLINIC, P.C. CASH BALANCE PENSION PLANCash balance$39.2M812025
  • SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN$135.6M
    #004 · 401(k) · 2025762
  • SALEM CLINIC, P.C. CASH BALANCE PENSION PLAN$39.2M
    #006 · Cash balance · 202581

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505SALEM CLINIC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$480K4552025
  • SALEM CLINIC HEALTH AND WELFARE PLAN$480K
    #505 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025455
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica