Civic Intelligence

OSCAR T. ORTIZ, M.D., P.C.

Plan context: OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN

EIN 22-3697739 • Toms River, NJ • 32 filings • 2 plans

1163 Route 37 West, Ste A1Toms River, NJ 08755
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,978,682

2025 Contributions

$81,681

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,906,653$2,953,327$0200920172024YearValue
$3,978,682Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120200920172024YearValue
12Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-0$0$0-
2024212$3,978,682$0-
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-12$3,978,682$0-
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-0$0$0-
2023222$3,931,766$81,681$3,713iApproximate average salary by contribution assumption: employee only about $92,819 at 4% or $61,880 at 6%; with 50% employer match about $61,880 at 4% or $41,253 at 6%; with 100% employer match about $46,410 at 4% or $30,940 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-15$3,441,193$9,400$627iApproximate average salary by contribution assumption: employee only about $15,667 at 4% or $10,444 at 6%; with 50% employer match about $10,444 at 4% or $6,963 at 6%; with 100% employer match about $7,833 at 4% or $5,222 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-22$490,573$72,281$3,286iApproximate average salary by contribution assumption: employee only about $82,138 at 4% or $54,758 at 6%; with 50% employer match about $54,758 at 4% or $36,506 at 6%; with 100% employer match about $41,069 at 4% or $27,379 at 6%.
2022223$4,717,274$97,986$4,260iApproximate average salary by contribution assumption: employee only about $106,507 at 4% or $71,004 at 6%; with 50% employer match about $71,004 at 4% or $47,336 at 6%; with 100% employer match about $53,253 at 4% or $35,502 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-12$2,853,924$0-
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-23$1,863,350$97,986$4,260iApproximate average salary by contribution assumption: employee only about $106,507 at 4% or $71,004 at 6%; with 50% employer match about $71,004 at 4% or $47,336 at 6%; with 100% employer match about $53,253 at 4% or $35,502 at 6%.
2021222$5,906,653$91,019$4,137iApproximate average salary by contribution assumption: employee only about $103,431 at 4% or $68,954 at 6%; with 50% employer match about $68,954 at 4% or $45,969 at 6%; with 100% employer match about $51,715 at 4% or $34,477 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-14$3,664,685--
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-22$2,241,968$91,019$4,137iApproximate average salary by contribution assumption: employee only about $103,431 at 4% or $68,954 at 6%; with 50% employer match about $68,954 at 4% or $45,969 at 6%; with 100% employer match about $51,715 at 4% or $34,477 at 6%.
2020222$5,307,997$98,091$4,459iApproximate average salary by contribution assumption: employee only about $111,467 at 4% or $74,311 at 6%; with 50% employer match about $74,311 at 4% or $49,541 at 6%; with 100% employer match about $55,734 at 4% or $37,156 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-15$3,231,099$0-
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-22$2,076,898$98,091$4,459iApproximate average salary by contribution assumption: employee only about $111,467 at 4% or $74,311 at 6%; with 50% employer match about $74,311 at 4% or $49,541 at 6%; with 100% employer match about $55,734 at 4% or $37,156 at 6%.
2019221$5,506,445$148,832$7,087iApproximate average salary by contribution assumption: employee only about $177,181 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,747 at 6%; with 100% employer match about $88,590 at 4% or $59,060 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-19$3,810,578$0-
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-21$1,695,867$148,832$7,087iApproximate average salary by contribution assumption: employee only about $177,181 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,747 at 6%; with 100% employer match about $88,590 at 4% or $59,060 at 6%.
2018219$4,411,994$441,848$23,255iApproximate average salary by contribution assumption: employee only about $581,379 at 4% or $387,586 at 6%; with 50% employer match about $387,586 at 4% or $258,391 at 6%; with 100% employer match about $290,689 at 4% or $193,793 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-16$3,060,519$210,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-19$1,351,475$231,848$12,203iApproximate average salary by contribution assumption: employee only about $305,063 at 4% or $203,375 at 6%; with 50% employer match about $203,375 at 4% or $135,584 at 6%; with 100% employer match about $152,532 at 4% or $101,688 at 6%.
2017218$4,198,803$399,917$22,218iApproximate average salary by contribution assumption: employee only about $555,440 at 4% or $370,294 at 6%; with 50% employer match about $370,294 at 4% or $246,862 at 6%; with 100% employer match about $277,720 at 4% or $185,147 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-17$3,013,937$210,000$12,353iApproximate average salary by contribution assumption: employee only about $308,824 at 4% or $205,882 at 6%; with 50% employer match about $205,882 at 4% or $137,255 at 6%; with 100% employer match about $154,412 at 4% or $102,941 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-18$1,184,866$189,917$10,551iApproximate average salary by contribution assumption: employee only about $263,774 at 4% or $175,849 at 6%; with 50% employer match about $175,849 at 4% or $117,233 at 6%; with 100% employer match about $131,887 at 4% or $87,925 at 6%.
2016217$3,139,024$41,400$2,435iApproximate average salary by contribution assumption: employee only about $60,882 at 4% or $40,588 at 6%; with 50% employer match about $40,588 at 4% or $27,059 at 6%; with 100% employer match about $30,441 at 4% or $20,294 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-15$2,365,467$41,400$2,760iApproximate average salary by contribution assumption: employee only about $69,000 at 4% or $46,000 at 6%; with 50% employer match about $46,000 at 4% or $30,667 at 6%; with 100% employer match about $34,500 at 4% or $23,000 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-17$773,557$0-
2015216$2,828,607$416,834$26,052iApproximate average salary by contribution assumption: employee only about $651,303 at 4% or $434,202 at 6%; with 50% employer match about $434,202 at 4% or $289,468 at 6%; with 100% employer match about $325,652 at 4% or $217,101 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-14$2,194,863$263,062$18,790iApproximate average salary by contribution assumption: employee only about $469,754 at 4% or $313,169 at 6%; with 50% employer match about $313,169 at 4% or $208,779 at 6%; with 100% employer match about $234,877 at 4% or $156,585 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-16$633,744$153,772$9,611iApproximate average salary by contribution assumption: employee only about $240,269 at 4% or $160,179 at 6%; with 50% employer match about $160,179 at 4% or $106,786 at 6%; with 100% employer match about $120,134 at 4% or $80,090 at 6%.
2014214$2,686,574$494,399$35,314iApproximate average salary by contribution assumption: employee only about $882,855 at 4% or $588,570 at 6%; with 50% employer match about $588,570 at 4% or $392,380 at 6%; with 100% employer match about $441,428 at 4% or $294,285 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-14$2,173,916$350,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-14$512,658$144,399$10,314iApproximate average salary by contribution assumption: employee only about $257,855 at 4% or $171,904 at 6%; with 50% employer match about $171,904 at 4% or $114,602 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
2013212$1,810,756$231,170$19,264iApproximate average salary by contribution assumption: employee only about $481,604 at 4% or $321,069 at 6%; with 50% employer match about $321,069 at 4% or $214,046 at 6%; with 100% employer match about $240,802 at 4% or $160,535 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-12$1,459,004$206,214$17,185iApproximate average salary by contribution assumption: employee only about $429,613 at 4% or $286,408 at 6%; with 50% employer match about $286,408 at 4% or $190,939 at 6%; with 100% employer match about $214,806 at 4% or $143,204 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-12$351,752$24,956$2,080iApproximate average salary by contribution assumption: employee only about $51,992 at 4% or $34,661 at 6%; with 50% employer match about $34,661 at 4% or $23,107 at 6%; with 100% employer match about $25,996 at 4% or $17,331 at 6%.
2012212$1,315,850$249,694$20,808iApproximate average salary by contribution assumption: employee only about $520,196 at 4% or $346,797 at 6%; with 50% employer match about $346,797 at 4% or $231,198 at 6%; with 100% employer match about $260,098 at 4% or $173,399 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-11$1,034,236$222,033$20,185iApproximate average salary by contribution assumption: employee only about $504,620 at 4% or $336,414 at 6%; with 50% employer match about $336,414 at 4% or $224,276 at 6%; with 100% employer match about $252,310 at 4% or $168,207 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-12$281,614$27,661$2,305iApproximate average salary by contribution assumption: employee only about $57,627 at 4% or $38,418 at 6%; with 50% employer match about $38,418 at 4% or $25,612 at 6%; with 100% employer match about $28,814 at 4% or $19,209 at 6%.
2011212$991,179$659,671$54,973iApproximate average salary by contribution assumption: employee only about $1,374,315 at 4% or $916,210 at 6%; with 50% employer match about $916,210 at 4% or $610,806 at 6%; with 100% employer match about $687,157 at 4% or $458,105 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-11$758,509$609,743$55,431iApproximate average salary by contribution assumption: employee only about $1,385,780 at 4% or $923,853 at 6%; with 50% employer match about $923,853 at 4% or $615,902 at 6%; with 100% employer match about $692,890 at 4% or $461,927 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-12$232,670$49,928$4,161iApproximate average salary by contribution assumption: employee only about $104,017 at 4% or $69,344 at 6%; with 50% employer match about $69,344 at 4% or $46,230 at 6%; with 100% employer match about $52,008 at 4% or $34,672 at 6%.
201029$356,816$214,557$23,840iApproximate average salary by contribution assumption: employee only about $595,992 at 4% or $397,328 at 6%; with 50% employer match about $397,328 at 4% or $264,885 at 6%; with 100% employer match about $297,996 at 4% or $198,664 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-9$187,553$45,294$5,033iApproximate average salary by contribution assumption: employee only about $125,817 at 4% or $83,878 at 6%; with 50% employer match about $83,878 at 4% or $55,919 at 6%; with 100% employer match about $62,908 at 4% or $41,939 at 6%.
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN-7$169,263$169,263$24,180iApproximate average salary by contribution assumption: employee only about $604,511 at 4% or $403,007 at 6%; with 50% employer match about $403,007 at 4% or $268,671 at 6%; with 100% employer match about $302,255 at 4% or $201,504 at 6%.
200917$125,897$120,198$17,171iApproximate average salary by contribution assumption: employee only about $429,279 at 4% or $286,186 at 6%; with 50% employer match about $286,186 at 4% or $190,790 at 6%; with 100% employer match about $214,639 at 4% or $143,093 at 6%.
OSCAR T. ORTIZ, M.D., P.C. 401(K) PROFIT SHARING PLAN-7$125,897$120,198$17,171iApproximate average salary by contribution assumption: employee only about $429,279 at 4% or $286,186 at 6%; with 50% employer match about $286,186 at 4% or $190,790 at 6%; with 100% employer match about $214,639 at 4% or $143,093 at 6%.