Civic Intelligence

ORANGE COUNTY PHYSICIANS HEARI

Plan context: ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST

EIN 33-0936081 • Mission Viejo, CA • 9 filings • 2 plans

26726 Crown Valley Pkwy Ste 200Mission Viejo, CA 92691-8003
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$2,275,844

2025 Contributions

$138,266

Historical Graphs

Total Assets Over Time

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

$2,657,628$1,328,814$0201720212025YearValue
$2,275,844Latest year 2025

Participants Over Time

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

21110201720212025YearValue
20Latest year 2025

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
2025120$2,275,844$138,266$6,913iApproximate average salary by contribution assumption: employee only about $172,833 at 4% or $115,222 at 6%; with 50% employer match about $115,222 at 4% or $76,814 at 6%; with 100% employer match about $86,416 at 4% or $57,611 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-20$2,275,844$138,266$6,913iApproximate average salary by contribution assumption: employee only about $172,833 at 4% or $115,222 at 6%; with 50% employer match about $115,222 at 4% or $76,814 at 6%; with 100% employer match about $86,416 at 4% or $57,611 at 6%.
2024116$1,897,172$135,631$8,477iApproximate average salary by contribution assumption: employee only about $211,923 at 4% or $141,282 at 6%; with 50% employer match about $141,282 at 4% or $94,188 at 6%; with 100% employer match about $105,962 at 4% or $70,641 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-16$1,897,172$135,631$8,477iApproximate average salary by contribution assumption: employee only about $211,923 at 4% or $141,282 at 6%; with 50% employer match about $141,282 at 4% or $94,188 at 6%; with 100% employer match about $105,962 at 4% or $70,641 at 6%.
2023116$1,540,532$189,188$11,824iApproximate average salary by contribution assumption: employee only about $295,606 at 4% or $197,071 at 6%; with 50% employer match about $197,071 at 4% or $131,381 at 6%; with 100% employer match about $147,803 at 4% or $98,535 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-16$1,540,532$189,188$11,824iApproximate average salary by contribution assumption: employee only about $295,606 at 4% or $197,071 at 6%; with 50% employer match about $197,071 at 4% or $131,381 at 6%; with 100% employer match about $147,803 at 4% or $98,535 at 6%.
2022117$2,222,564$120,655$7,097iApproximate average salary by contribution assumption: employee only about $177,434 at 4% or $118,289 at 6%; with 50% employer match about $118,289 at 4% or $78,859 at 6%; with 100% employer match about $88,717 at 4% or $59,145 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-17$2,222,564$120,655$7,097iApproximate average salary by contribution assumption: employee only about $177,434 at 4% or $118,289 at 6%; with 50% employer match about $118,289 at 4% or $78,859 at 6%; with 100% employer match about $88,717 at 4% or $59,145 at 6%.
2021115$2,657,628$130,448$8,697iApproximate average salary by contribution assumption: employee only about $217,413 at 4% or $144,942 at 6%; with 50% employer match about $144,942 at 4% or $96,628 at 6%; with 100% employer match about $108,707 at 4% or $72,471 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-15$2,657,628$130,448$8,697iApproximate average salary by contribution assumption: employee only about $217,413 at 4% or $144,942 at 6%; with 50% employer match about $144,942 at 4% or $96,628 at 6%; with 100% employer match about $108,707 at 4% or $72,471 at 6%.
2020117$2,252,544$134,151$7,891iApproximate average salary by contribution assumption: employee only about $197,281 at 4% or $131,521 at 6%; with 50% employer match about $131,521 at 4% or $87,680 at 6%; with 100% employer match about $98,640 at 4% or $65,760 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-17$2,252,544$134,151$7,891iApproximate average salary by contribution assumption: employee only about $197,281 at 4% or $131,521 at 6%; with 50% employer match about $131,521 at 4% or $87,680 at 6%; with 100% employer match about $98,640 at 4% or $65,760 at 6%.
2019121$2,233,182$273,247$13,012iApproximate average salary by contribution assumption: employee only about $325,294 at 4% or $216,863 at 6%; with 50% employer match about $216,863 at 4% or $144,575 at 6%; with 100% employer match about $162,647 at 4% or $108,431 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401(K) PROFIT SHARING PLAN & TRUST-21$2,233,182$273,247$13,012iApproximate average salary by contribution assumption: employee only about $325,294 at 4% or $216,863 at 6%; with 50% employer match about $216,863 at 4% or $144,575 at 6%; with 100% employer match about $162,647 at 4% or $108,431 at 6%.
2018118$1,544,112$126,113$7,006iApproximate average salary by contribution assumption: employee only about $175,157 at 4% or $116,771 at 6%; with 50% employer match about $116,771 at 4% or $77,848 at 6%; with 100% employer match about $87,578 at 4% or $58,386 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401 K PROFIT SHARING PLAN TRUST-18$1,544,112$126,113$7,006iApproximate average salary by contribution assumption: employee only about $175,157 at 4% or $116,771 at 6%; with 50% employer match about $116,771 at 4% or $77,848 at 6%; with 100% employer match about $87,578 at 4% or $58,386 at 6%.
2017115$1,579,624$1,507,283$100,486iApproximate average salary by contribution assumption: employee only about $2,512,138 at 4% or $1,674,759 at 6%; with 50% employer match about $1,674,759 at 4% or $1,116,506 at 6%; with 100% employer match about $1,256,069 at 4% or $837,379 at 6%.
ORANGE COUNTY PHYSICIANS HEARI 401 K PROFIT SHARING PLAN TRUST-15$1,579,624$1,507,283$100,486iApproximate average salary by contribution assumption: employee only about $2,512,138 at 4% or $1,674,759 at 6%; with 50% employer match about $1,674,759 at 4% or $1,116,506 at 6%; with 100% employer match about $1,256,069 at 4% or $837,379 at 6%.