Defined Benefit (Pension) · DOL Form 5500 · 2022

Oregon Oncology Specialists, LLP Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
40th
Percentile by assets National rank
$18,986
Avg per participant Low balance/head
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Official DOL plan name: Oregon Oncology Specialists, LLP Cash Balance Plan · Sponsored by Oregon Oncology Specialists, LLP · Oregon · Healthcare & Social Assistance

$3M in assets, 151 participants

Oregon Oncology Specialists, LLP's Oregon Oncology Specialists, LLP Cash Balance Plan reported $3M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,588 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Oregon Oncology Specialists, LLP Cash Balance Plan covers 151 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#8,588
in Healthcare & Social Assistance (20,060 peers)
+26.4%
assets growth YoY

Oregon Oncology Specialists, LLP Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oregon Oncology Specialists, LLP Cash Balance Plan vs every filed plan by assets

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

$2,866,897 40th percentile higher than 40% 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

Oregon Oncology Specialists, LLP Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Oncology Specialists, LLP Cash Balance Plan sits mid-pack in the medium band (151 participants).

Published 5500 schedule card

Filing strip 931273254 · Oregon Oncology Specialists, LLP PY 2022 · Defined Benefit (Pension)

Oregon Oncology Specialists, LLP Cash Balance Plan · $3M · 151 · 40th

  • 5500 $3M
  • ASSETS 151
  • PCT 40th
  • EIN Defined Benefit (Pension)
  • RANK near Westcorp Capital, Inc. Retirement Plan
  • PHOTO ind #8588

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 →

Oregon Oncology Specialists, LLP Cash Balance Plan in the asset neighbourhood

Oregon Oncology Specialists, LLP Cash Balance PlanOregon Oncology Specialists,…$3MWestcorp Capital, Inc. Retirement PlanWestcorp Capital, Inc. Retir…$3MAllied Lending Group, Inc. Defined Benefit Pension PlanAllied Lending Group, Inc. D…$3MGoldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension PlanGoldman & Knell, Certified P…$3MSbera Pension Plan as Adopted by North Brookfield Savings BankSbera Pension Plan as Adopte…$3M
End-of-year total assets ($M) among Oregon Oncology Specialists, LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$598K
Employer EIN931273254
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Oncology Specialists, LLP)

Sponsor-wide plan assets over time

All Oregon Oncology Specialists, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$40M 37.39166284560359% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $40M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 309 $29M
2023 2 470 $38M
2024 2 456 $40M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oregon Oncology Specialists, LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Oregon Oncology Specialists, LLP Cash Balance Plan, Total assets ($B): 0.002866897 · Participants: 151Oregon Oncology Specialists, LLP Cash Balance PlanXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Oregon Oncology Specialists, LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Oncology Specialists, LLP Cash Balance Plan side-by-side with 3 peers →

Oregon Oncology Specialists, LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Westcorp Capital, Inc. Retirement Plan in CA ($3M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (151 participants). Same-state nearby plans are listed separately above.

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 Oregon Oncology Specialists, LLP Cash Balance Plan assets move in 2022? ▼
Oregon Oncology Specialists, LLP Cash Balance Plan grew sharply - up 26.4% during 2022, from $2M to $3M. Reported net income was $598K.
How have Oregon Oncology Specialists, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Oncology Specialists, LLP's sponsor-wide assets grew 37.4%, from $29M to $40M.
Which Defined Benefit (Pension) plans are similar in size to Oregon Oncology Specialists, LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Westcorp Capital, Inc. Retirement Plan in CA ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Oncology Specialists, LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Retirement Plan in MO (151 participants, $31M 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 931273254.

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.