401(k) · DOL Form 5500 · 2022

Southern Oregon Cardiology LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
77
Participants Small participant base
78th
Percentile by assets National rank
$278,797
Avg per participant High balance/head
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Official DOL plan name: Southern Oregon Cardiology LLC 401(k) Plan · Sponsored by Southern Oregon Cardiology LLC · Oregon · Healthcare & Social Assistance

$21M in assets, 77 participants

Southern Oregon Cardiology LLC's Southern Oregon Cardiology LLC 401(k) Plan reported $21M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,384 in Healthcare & Social Assistance (20,060 peers)

Where Southern Oregon Cardiology LLC 401(k) Plan sits by assets

Southern Oregon Cardiology LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 77 participants (~$278,797/participant), down 12.8% in 2022.

#16,384
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Oregon Cardiology LLC 401(k) Plan's outsized position by total assets

Southern Oregon Cardiology LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,467,385 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southern Oregon Cardiology LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Oregon Cardiology LLC 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 270993855 · Southern Oregon Cardiology LLC PY 2022 · 401(k)

Southern Oregon Cardiology LLC 401(k) Plan · $21M · 77 · 78th

  • PART $21M
  • PART 77
  • PART 78th
  • PART 401(k)
  • PART near Mattson & Co. 401(k) Savings Plan
  • PART ind #16384

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Southern Oregon Cardiology LLC 401(k) Plan in the asset neighbourhood

Southern Oregon Cardiology LLC 401(k) PlanSouthern Oregon Cardiology L…$21MMattson & Co. 401(k) Savings PlanMattson & Co. 401(k) Savings…$21MMidway Ford Truck Center, Inc. 401(k) PlanMidway Ford Truck Center, In…$21MFarmers Bank and Trust Company 401(k) and Employee Stock Ownership Plan and TrustFarmers Bank and Trust Compa…$21MMoser Consulting, Inc. Retirement PlanMoser Consulting, Inc. Retir…$21M
End-of-year total assets ($M) among Southern Oregon Cardiology LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN270993855
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Cardiology LLC)

Sponsor-wide plan assets over time

All Southern Oregon Cardiology LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 38.87738539183976% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $29.8M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 77 $21M
2023 1 91 $26M
2024 1 95 $30M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern Oregon Cardiology LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Southern Oregon Cardiology LLC 401(k) Plan, Total assets ($B): 0.021467385 · Participants: 77Southern Oregon Cardiology LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Southern Oregon Cardiology LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Cardiology LLC 401(k) Plan side-by-side with 3 peers →

Southern Oregon Cardiology LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mattson & Co. 401(k) Savings Plan in CA ($21M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Oregon Cardiology LLC 401(k) Plan assets move in 2022? ▼
Southern Oregon Cardiology LLC 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $25M to $21M. Reported net income was -$3M.
How have Southern Oregon Cardiology LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Cardiology LLC's sponsor-wide assets grew 38.9%, from $21M to $30M.
Where does Southern Oregon Cardiology LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Oregon Cardiology LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southern Oregon Cardiology LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mattson & Co. 401(k) Savings Plan in CA ($21M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Cardiology LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270993855.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.