Civic Intelligence

Southern Oregon Orthopedics Inc.

Plan context: Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan

EIN 93-0587572 • Medford, OR • 49 filings • 11 plans

2780 E Barnett RdMedford, OR 97504
Current Snapshot

Latest Year

2024

2024 Participants

268

2024 Assets

$36,773,249

2024 Contributions

$3,496,431

Historical Graphs

Total Assets Over Time

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

$36,773,249$18,386,625$0199920122024YearValue
$36,773,249Latest year 2024

Participants Over Time

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

2681340199920122024YearValue
268Latest 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
20242268$36,773,249$3,496,431$13,046iApproximate average salary by contribution assumption: employee only about $326,160 at 4% or $217,440 at 6%; with 50% employer match about $217,440 at 4% or $144,960 at 6%; with 100% employer match about $163,080 at 4% or $108,720 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-268$26,816,151$2,950,312$11,009iApproximate average salary by contribution assumption: employee only about $275,216 at 4% or $183,477 at 6%; with 50% employer match about $183,477 at 4% or $122,318 at 6%; with 100% employer match about $137,608 at 4% or $91,739 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-232$9,957,098$546,119$2,354iApproximate average salary by contribution assumption: employee only about $58,849 at 4% or $39,233 at 6%; with 50% employer match about $39,233 at 4% or $26,155 at 6%; with 100% employer match about $29,425 at 4% or $19,616 at 6%.
20232216$31,012,930$2,925,030$13,542iApproximate average salary by contribution assumption: employee only about $338,545 at 4% or $225,697 at 6%; with 50% employer match about $225,697 at 4% or $150,465 at 6%; with 100% employer match about $169,273 at 4% or $112,848 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-216$22,363,035$2,353,030$10,894iApproximate average salary by contribution assumption: employee only about $272,341 at 4% or $181,561 at 6%; with 50% employer match about $181,561 at 4% or $121,041 at 6%; with 100% employer match about $136,171 at 4% or $90,780 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-186$8,649,895$572,000$3,075iApproximate average salary by contribution assumption: employee only about $76,882 at 4% or $51,254 at 6%; with 50% employer match about $51,254 at 4% or $34,170 at 6%; with 100% employer match about $38,441 at 4% or $25,627 at 6%.
20223196$26,693,341$2,249,980$11,479iApproximate average salary by contribution assumption: employee only about $286,987 at 4% or $191,325 at 6%; with 50% employer match about $191,325 at 4% or $127,550 at 6%; with 100% employer match about $143,494 at 4% or $95,662 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-176$19,449,635$1,859,980$10,568iApproximate average salary by contribution assumption: employee only about $264,202 at 4% or $176,134 at 6%; with 50% employer match about $176,134 at 4% or $117,423 at 6%; with 100% employer match about $132,101 at 4% or $88,067 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-168$7,243,706$390,000$2,321iApproximate average salary by contribution assumption: employee only about $58,036 at 4% or $38,690 at 6%; with 50% employer match about $38,690 at 4% or $25,794 at 6%; with 100% employer match about $29,018 at 4% or $19,345 at 6%.
Southern Oregon Orthopedics Inc. Employee Benefit Plan-196---
20213146$29,730,462$2,314,891$15,855iApproximate average salary by contribution assumption: employee only about $396,385 at 4% or $264,257 at 6%; with 50% employer match about $264,257 at 4% or $176,171 at 6%; with 100% employer match about $198,193 at 4% or $132,128 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-146$21,598,763$1,746,891$11,965iApproximate average salary by contribution assumption: employee only about $299,125 at 4% or $199,417 at 6%; with 50% employer match about $199,417 at 4% or $132,945 at 6%; with 100% employer match about $149,563 at 4% or $99,708 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-142$8,131,699$568,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Southern Oregon Orthopedics Inc. Employee Benefit Plan-103---
20203137$24,700,383$4,102,604$29,946iApproximate average salary by contribution assumption: employee only about $748,650 at 4% or $499,100 at 6%; with 50% employer match about $499,100 at 4% or $332,733 at 6%; with 100% employer match about $374,325 at 4% or $249,550 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-137$17,736,369$3,290,604$24,019iApproximate average salary by contribution assumption: employee only about $600,475 at 4% or $400,317 at 6%; with 50% employer match about $400,317 at 4% or $266,878 at 6%; with 100% employer match about $300,238 at 4% or $200,158 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-134$6,964,014$812,000$6,060iApproximate average salary by contribution assumption: employee only about $151,493 at 4% or $100,995 at 6%; with 50% employer match about $100,995 at 4% or $67,330 at 6%; with 100% employer match about $75,746 at 4% or $50,498 at 6%.
Southern Oregon Orthopedics Inc. Employee Benefit Plan-95---
20193155$17,931,539$2,152,935$13,890iApproximate average salary by contribution assumption: employee only about $347,248 at 4% or $231,498 at 6%; with 50% employer match about $231,498 at 4% or $154,332 at 6%; with 100% employer match about $173,624 at 4% or $115,749 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-155$12,497,274$1,534,935$9,903iApproximate average salary by contribution assumption: employee only about $247,570 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,523 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-128$5,434,265$618,000$4,828iApproximate average salary by contribution assumption: employee only about $120,703 at 4% or $80,469 at 6%; with 50% employer match about $80,469 at 4% or $53,646 at 6%; with 100% employer match about $60,352 at 4% or $40,234 at 6%.
Southern Oregon Orthopedics Inc. Employee Benefit Plan-110---
20182134$16,223,438$1,813,553$13,534iApproximate average salary by contribution assumption: employee only about $338,349 at 4% or $225,566 at 6%; with 50% employer match about $225,566 at 4% or $150,378 at 6%; with 100% employer match about $169,175 at 4% or $112,783 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-134$11,975,626$1,213,553$9,056iApproximate average salary by contribution assumption: employee only about $226,409 at 4% or $150,939 at 6%; with 50% employer match about $150,939 at 4% or $100,626 at 6%; with 100% employer match about $113,205 at 4% or $75,470 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-114$4,247,812$600,000$5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,789 at 4% or $43,860 at 6%.
20172102$16,566,532$1,695,674$16,624iApproximate average salary by contribution assumption: employee only about $415,606 at 4% or $277,071 at 6%; with 50% employer match about $277,071 at 4% or $184,714 at 6%; with 100% employer match about $207,803 at 4% or $138,535 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-98$12,756,086$1,171,438$11,953iApproximate average salary by contribution assumption: employee only about $298,836 at 4% or $199,224 at 6%; with 50% employer match about $199,224 at 4% or $132,816 at 6%; with 100% employer match about $149,418 at 4% or $99,612 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-102$3,810,446$524,236$5,140iApproximate average salary by contribution assumption: employee only about $128,489 at 4% or $85,659 at 6%; with 50% employer match about $85,659 at 4% or $57,106 at 6%; with 100% employer match about $64,245 at 4% or $42,830 at 6%.
2016299$17,977,124$1,701,515$17,187iApproximate average salary by contribution assumption: employee only about $429,676 at 4% or $286,450 at 6%; with 50% employer match about $286,450 at 4% or $190,967 at 6%; with 100% employer match about $214,838 at 4% or $143,225 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-91$13,770,566$1,161,901$12,768iApproximate average salary by contribution assumption: employee only about $319,204 at 4% or $212,802 at 6%; with 50% employer match about $212,802 at 4% or $141,868 at 6%; with 100% employer match about $159,602 at 4% or $106,401 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-99$4,206,558$539,614$5,451iApproximate average salary by contribution assumption: employee only about $136,266 at 4% or $90,844 at 6%; with 50% employer match about $90,844 at 4% or $60,563 at 6%; with 100% employer match about $68,133 at 4% or $45,422 at 6%.
2015298$17,635,480$2,064,126$21,063iApproximate average salary by contribution assumption: employee only about $526,563 at 4% or $351,042 at 6%; with 50% employer match about $351,042 at 4% or $234,028 at 6%; with 100% employer match about $263,281 at 4% or $175,521 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-92$13,396,403$1,141,177$12,404iApproximate average salary by contribution assumption: employee only about $310,102 at 4% or $206,735 at 6%; with 50% employer match about $206,735 at 4% or $137,823 at 6%; with 100% employer match about $155,051 at 4% or $103,367 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-98$4,239,077$922,949$9,418iApproximate average salary by contribution assumption: employee only about $235,446 at 4% or $156,964 at 6%; with 50% employer match about $156,964 at 4% or $104,643 at 6%; with 100% employer match about $117,723 at 4% or $78,482 at 6%.
2014286$17,771,213$1,834,271$21,329iApproximate average salary by contribution assumption: employee only about $533,218 at 4% or $355,479 at 6%; with 50% employer match about $355,479 at 4% or $236,986 at 6%; with 100% employer match about $266,609 at 4% or $177,739 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-84$13,989,224$1,179,247$14,039iApproximate average salary by contribution assumption: employee only about $350,966 at 4% or $233,978 at 6%; with 50% employer match about $233,978 at 4% or $155,985 at 6%; with 100% employer match about $175,483 at 4% or $116,989 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-86$3,781,989$655,024$7,617iApproximate average salary by contribution assumption: employee only about $190,414 at 4% or $126,943 at 6%; with 50% employer match about $126,943 at 4% or $84,628 at 6%; with 100% employer match about $95,207 at 4% or $63,471 at 6%.
2013267$16,677,960$1,496,236$22,332iApproximate average salary by contribution assumption: employee only about $558,297 at 4% or $372,198 at 6%; with 50% employer match about $372,198 at 4% or $248,132 at 6%; with 100% employer match about $279,149 at 4% or $186,099 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-67$13,632,023$894,437$13,350iApproximate average salary by contribution assumption: employee only about $333,745 at 4% or $222,497 at 6%; with 50% employer match about $222,497 at 4% or $148,331 at 6%; with 100% employer match about $166,873 at 4% or $111,248 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-60$3,045,937$601,799$10,030iApproximate average salary by contribution assumption: employee only about $250,750 at 4% or $167,166 at 6%; with 50% employer match about $167,166 at 4% or $111,444 at 6%; with 100% employer match about $125,375 at 4% or $83,583 at 6%.
2012273$14,339,756$1,566,041$21,453iApproximate average salary by contribution assumption: employee only about $536,315 at 4% or $357,544 at 6%; with 50% employer match about $357,544 at 4% or $238,362 at 6%; with 100% employer match about $268,158 at 4% or $178,772 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-73$11,615,064$906,041$12,412iApproximate average salary by contribution assumption: employee only about $310,288 at 4% or $206,859 at 6%; with 50% employer match about $206,859 at 4% or $137,906 at 6%; with 100% employer match about $155,144 at 4% or $103,429 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-62$2,724,692$660,000$10,645iApproximate average salary by contribution assumption: employee only about $266,129 at 4% or $177,419 at 6%; with 50% employer match about $177,419 at 4% or $118,280 at 6%; with 100% employer match about $133,065 at 4% or $88,710 at 6%.
2011279$12,035,571$1,554,563$19,678iApproximate average salary by contribution assumption: employee only about $491,950 at 4% or $327,967 at 6%; with 50% employer match about $327,967 at 4% or $218,645 at 6%; with 100% employer match about $245,975 at 4% or $163,983 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-79$10,119,917$806,497$10,209iApproximate average salary by contribution assumption: employee only about $255,221 at 4% or $170,147 at 6%; with 50% employer match about $170,147 at 4% or $113,431 at 6%; with 100% employer match about $127,610 at 4% or $85,074 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-56$1,915,654$748,066$13,358iApproximate average salary by contribution assumption: employee only about $333,958 at 4% or $222,639 at 6%; with 50% employer match about $222,639 at 4% or $148,426 at 6%; with 100% employer match about $166,979 at 4% or $111,319 at 6%.
2010284$11,713,256$1,163,807$13,855iApproximate average salary by contribution assumption: employee only about $346,371 at 4% or $230,914 at 6%; with 50% employer match about $230,914 at 4% or $153,943 at 6%; with 100% employer match about $173,186 at 4% or $115,457 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-84$10,552,496$660,807$7,867iApproximate average salary by contribution assumption: employee only about $196,669 at 4% or $131,113 at 6%; with 50% employer match about $131,113 at 4% or $87,408 at 6%; with 100% employer match about $98,334 at 4% or $65,556 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-50$1,160,760$503,000$10,060iApproximate average salary by contribution assumption: employee only about $251,500 at 4% or $167,667 at 6%; with 50% employer match about $167,667 at 4% or $111,778 at 6%; with 100% employer match about $125,750 at 4% or $83,833 at 6%.
2009284$9,706,679$1,296,366$15,433iApproximate average salary by contribution assumption: employee only about $385,823 at 4% or $257,215 at 6%; with 50% employer match about $257,215 at 4% or $171,477 at 6%; with 100% employer match about $192,912 at 4% or $128,608 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-84$9,154,520$744,207$8,860iApproximate average salary by contribution assumption: employee only about $221,490 at 4% or $147,660 at 6%; with 50% employer match about $147,660 at 4% or $98,440 at 6%; with 100% employer match about $110,745 at 4% or $73,830 at 6%.
Southern Oregon Orthopedics Inc. Cash Balance Plan-53$552,159$552,159$10,418iApproximate average salary by contribution assumption: employee only about $260,452 at 4% or $173,635 at 6%; with 50% employer match about $173,635 at 4% or $115,757 at 6%; with 100% employer match about $130,226 at 4% or $86,817 at 6%.
2008157$7,343,720$682,991$11,982iApproximate average salary by contribution assumption: employee only about $299,557 at 4% or $199,705 at 6%; with 50% employer match about $199,705 at 4% or $133,137 at 6%; with 100% employer match about $149,779 at 4% or $99,852 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-57$7,343,720$682,991$11,982iApproximate average salary by contribution assumption: employee only about $299,557 at 4% or $199,705 at 6%; with 50% employer match about $199,705 at 4% or $133,137 at 6%; with 100% employer match about $149,779 at 4% or $99,852 at 6%.
2007164$9,054,815$760,751$11,887iApproximate average salary by contribution assumption: employee only about $297,168 at 4% or $198,112 at 6%; with 50% employer match about $198,112 at 4% or $132,075 at 6%; with 100% employer match about $148,584 at 4% or $99,056 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-64$9,054,815$760,751$11,887iApproximate average salary by contribution assumption: employee only about $297,168 at 4% or $198,112 at 6%; with 50% employer match about $198,112 at 4% or $132,075 at 6%; with 100% employer match about $148,584 at 4% or $99,056 at 6%.
2006159$7,891,375$695,882$11,795iApproximate average salary by contribution assumption: employee only about $294,865 at 4% or $196,577 at 6%; with 50% employer match about $196,577 at 4% or $131,051 at 6%; with 100% employer match about $147,433 at 4% or $98,288 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-59$7,891,375$695,882$11,795iApproximate average salary by contribution assumption: employee only about $294,865 at 4% or $196,577 at 6%; with 50% employer match about $196,577 at 4% or $131,051 at 6%; with 100% employer match about $147,433 at 4% or $98,288 at 6%.
2005163$6,440,035$662,348$10,513iApproximate average salary by contribution assumption: employee only about $262,837 at 4% or $175,224 at 6%; with 50% employer match about $175,224 at 4% or $116,816 at 6%; with 100% employer match about $131,418 at 4% or $87,612 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-63$6,440,035$662,348$10,513iApproximate average salary by contribution assumption: employee only about $262,837 at 4% or $175,224 at 6%; with 50% employer match about $175,224 at 4% or $116,816 at 6%; with 100% employer match about $131,418 at 4% or $87,612 at 6%.
2004156$5,356,201$634,184$11,325iApproximate average salary by contribution assumption: employee only about $283,118 at 4% or $188,745 at 6%; with 50% employer match about $188,745 at 4% or $125,830 at 6%; with 100% employer match about $141,559 at 4% or $94,373 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-56$5,356,201$634,184$11,325iApproximate average salary by contribution assumption: employee only about $283,118 at 4% or $188,745 at 6%; with 50% employer match about $188,745 at 4% or $125,830 at 6%; with 100% employer match about $141,559 at 4% or $94,373 at 6%.
2003156$4,512,294$473,061$8,448iApproximate average salary by contribution assumption: employee only about $211,188 at 4% or $140,792 at 6%; with 50% employer match about $140,792 at 4% or $93,861 at 6%; with 100% employer match about $105,594 at 4% or $70,396 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-56$4,512,294$473,061$8,448iApproximate average salary by contribution assumption: employee only about $211,188 at 4% or $140,792 at 6%; with 50% employer match about $140,792 at 4% or $93,861 at 6%; with 100% employer match about $105,594 at 4% or $70,396 at 6%.
2002161$3,454,375$408,733$6,701iApproximate average salary by contribution assumption: employee only about $167,514 at 4% or $111,676 at 6%; with 50% employer match about $111,676 at 4% or $74,450 at 6%; with 100% employer match about $83,757 at 4% or $55,838 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-61$3,454,375$408,733$6,701iApproximate average salary by contribution assumption: employee only about $167,514 at 4% or $111,676 at 6%; with 50% employer match about $111,676 at 4% or $74,450 at 6%; with 100% employer match about $83,757 at 4% or $55,838 at 6%.
2001247$0$0-
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-47---
Southern Oregon Orthopedics Inc., Money Purchase Plan-0---
2000254$4,101,393$423,522$7,843iApproximate average salary by contribution assumption: employee only about $196,075 at 4% or $130,717 at 6%; with 50% employer match about $130,717 at 4% or $87,144 at 6%; with 100% employer match about $98,038 at 4% or $65,358 at 6%.
Southern Oregon Orthopedics Inc., Money Purchase Plan-54$2,205,309$187,052$3,464iApproximate average salary by contribution assumption: employee only about $86,598 at 4% or $57,732 at 6%; with 50% employer match about $57,732 at 4% or $38,488 at 6%; with 100% employer match about $43,299 at 4% or $28,866 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-53$1,896,084$236,470$4,462iApproximate average salary by contribution assumption: employee only about $111,542 at 4% or $74,362 at 6%; with 50% employer match about $74,362 at 4% or $49,574 at 6%; with 100% employer match about $55,771 at 4% or $37,181 at 6%.
1999241$5,073,446$395,622$9,649iApproximate average salary by contribution assumption: employee only about $241,233 at 4% or $160,822 at 6%; with 50% employer match about $160,822 at 4% or $107,215 at 6%; with 100% employer match about $120,616 at 4% or $80,411 at 6%.
Southern Oregon Orthopedics Inc., Money Purchase Plan-41$2,697,471$176,275$4,299iApproximate average salary by contribution assumption: employee only about $107,485 at 4% or $71,657 at 6%; with 50% employer match about $71,657 at 4% or $47,771 at 6%; with 100% employer match about $53,742 at 4% or $35,828 at 6%.
Southern Oregon Orthopedics Inc., 401K Profit Sharing Plan-41$2,375,975$219,347$5,350iApproximate average salary by contribution assumption: employee only about $133,748 at 4% or $89,165 at 6%; with 50% employer match about $89,165 at 4% or $59,444 at 6%; with 100% employer match about $66,874 at 4% or $44,583 at 6%.