Defined Benefit (Pension) · DOL Form 5500 · 2023

Oregon Oncology Specialists, LLP Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
226
Participants Below avg headcount
37th
Percentile by assets National rank
$14,314
Avg per participant Low balance/head
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Official DOL plan name: Oregon Specialty Group Cash Balance Plan · Sponsored by Oregon Oncology Specialists, LLP · Oregon · Healthcare & Social Assistance

$3M in assets, 226 participants

Oregon Oncology Specialists, LLP's Oregon Specialty Group Cash Balance Plan reported $3M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,745 in Healthcare & Social Assistance (17,684 peers)

Oregon Oncology Specialists, LLP multi-year trail

Oregon Oncology Specialists, LLP's plans moved +37.4% in assets from 2022 to 2024; this filing shows Oregon Specialty Group Cash Balance Plan at $3M / 226 participants.

#6,745
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

Oregon Specialty Group Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oregon Specialty Group Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,234,973 37th percentile higher than 37% of 127,068 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 2023

Oregon Specialty Group Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Specialty Group Cash Balance Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Specialty Group Cash Balance Plan reported participants rose from 151 in the plan year 2022 filing to 226 in the plan year 2023 filing.
  • Oregon Specialty Group Cash Balance Plan reported net income fell from $598K in the plan year 2022 filing to $368K in the plan year 2023 filing.
  • Oregon Specialty Group Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 931273254 · Oregon Oncology Specialists, LLP PY 2023 · Defined Benefit (Pension)

Oregon Specialty Group Cash Balance Plan · $3M · 226 · 37th

  • 5500 $3M
  • 5500 226
  • 5500 37th
  • 5500 Defined Benefit (Pension)
  • 5500 near Creekside Dentistry Defined Benefit Pension Plan
  • 5500 ind #6745

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 Specialty Group Cash Balance Plan in the asset neighbourhood

General Devices Company, Inc. Employees' Pension PlanGeneral Devices Company, Inc…$3MCuritec, LLC Defined Benefit Pension PlanCuritec, LLC Defined Benefit…$3MOregon Specialty Group Cash Balance PlanOregon Specialty Group Cash …$3MCreekside Dentistry Defined Benefit Pension PlanCreekside Dentistry Defined …$3MRetirement Plan for Employees of Charles Pratt & CompanyRetirement Plan for Employee…$3M
End-of-year total assets ($M) among Oregon Specialty Group Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon Oncology Specialists, LLP multi-year asset trail

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

Oregon Oncology Specialists, LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$368K
Employer EIN931273254
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon Specialty Group Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Oregon Specialty Group Cash Balance Plan, Total assets ($B): 0.003234973 · Participants: 226Oregon Specialty Group Cash Balance PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Oregon Specialty Group Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Specialty Group Cash Balance Plan side-by-side with 3 peers →

Oregon Specialty Group 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 Creekside Dentistry Defined Benefit Pension Plan in CA ($3M); by covered participants it is Gallo Pension Plan for Non-Union Employees in CA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oregon Specialty Group Cash Balance Plan assets move in 2023? ▼
Oregon Specialty Group Cash Balance Plan grew at a solid clip - up 12.8% during 2023, from $3M to $3M. Reported net income was $368K.
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 Specialty Group Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Creekside Dentistry Defined Benefit Pension Plan in CA ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Specialty Group Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gallo Pension Plan for Non-Union Employees in CA (226 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.