Civic Intelligence

Oregon Surgical Specialists PC.

Plan context: OREGON SURGICAL SPECIALISTS, P.C. CASH BALANCE PLAN

EIN 93-0592325 • Medford, OR • 42 filings • 9 plans

520 Medical Center DriveSuite 300Medford, OR 97504
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$6,628,424

2024 Contributions

$427,852

Historical Graphs

Total Assets Over Time

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

$21,986,767$10,993,384$0199920142024YearValue
$6,628,424Latest year 2024

Participants Over Time

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

91460199920122024YearValue
86Latest 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
2024186$6,628,424$427,852$4,975iApproximate average salary by contribution assumption: employee only about $124,376 at 4% or $82,917 at 6%; with 50% employer match about $82,917 at 4% or $55,278 at 6%; with 100% employer match about $62,188 at 4% or $41,459 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. CASH BALANCE PLAN-86$6,628,424$427,852$4,975iApproximate average salary by contribution assumption: employee only about $124,376 at 4% or $82,917 at 6%; with 50% employer match about $82,917 at 4% or $55,278 at 6%; with 100% employer match about $62,188 at 4% or $41,459 at 6%.
2023191$8,800,241$1,281,687$14,084iApproximate average salary by contribution assumption: employee only about $352,112 at 4% or $234,741 at 6%; with 50% employer match about $234,741 at 4% or $156,494 at 6%; with 100% employer match about $176,056 at 4% or $117,371 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. CASH BALANCE PLAN-91$8,800,241$1,281,687$14,084iApproximate average salary by contribution assumption: employee only about $352,112 at 4% or $234,741 at 6%; with 50% employer match about $234,741 at 4% or $156,494 at 6%; with 100% employer match about $176,056 at 4% or $117,371 at 6%.
2022190$7,028,579$302,616$3,362iApproximate average salary by contribution assumption: employee only about $84,060 at 4% or $56,040 at 6%; with 50% employer match about $56,040 at 4% or $37,360 at 6%; with 100% employer match about $42,030 at 4% or $28,020 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-90$7,028,579$302,616$3,362iApproximate average salary by contribution assumption: employee only about $84,060 at 4% or $56,040 at 6%; with 50% employer match about $56,040 at 4% or $37,360 at 6%; with 100% employer match about $42,030 at 4% or $28,020 at 6%.
2021179$7,249,976$880,699$11,148iApproximate average salary by contribution assumption: employee only about $278,702 at 4% or $185,801 at 6%; with 50% employer match about $185,801 at 4% or $123,868 at 6%; with 100% employer match about $139,351 at 4% or $92,901 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-79$7,249,976$880,699$11,148iApproximate average salary by contribution assumption: employee only about $278,702 at 4% or $185,801 at 6%; with 50% employer match about $185,801 at 4% or $123,868 at 6%; with 100% employer match about $139,351 at 4% or $92,901 at 6%.
2020278$21,986,767$1,650,597$21,162iApproximate average salary by contribution assumption: employee only about $529,038 at 4% or $352,692 at 6%; with 50% employer match about $352,692 at 4% or $235,128 at 6%; with 100% employer match about $264,519 at 4% or $176,346 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-60$15,681,740$920,212$15,337iApproximate average salary by contribution assumption: employee only about $383,422 at 4% or $255,614 at 6%; with 50% employer match about $255,614 at 4% or $170,410 at 6%; with 100% employer match about $191,711 at 4% or $127,807 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-78$6,305,027$730,385$9,364iApproximate average salary by contribution assumption: employee only about $234,098 at 4% or $156,065 at 6%; with 50% employer match about $156,065 at 4% or $104,043 at 6%; with 100% employer match about $117,049 at 4% or $78,033 at 6%.
2019268$16,524,043$1,578,395$23,212iApproximate average salary by contribution assumption: employee only about $580,292 at 4% or $386,862 at 6%; with 50% employer match about $386,862 at 4% or $257,908 at 6%; with 100% employer match about $290,146 at 4% or $193,431 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-68$11,281,802$885,470$13,022iApproximate average salary by contribution assumption: employee only about $325,540 at 4% or $217,027 at 6%; with 50% employer match about $217,027 at 4% or $144,685 at 6%; with 100% employer match about $162,770 at 4% or $108,513 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-66$5,242,241$692,925$10,499iApproximate average salary by contribution assumption: employee only about $262,472 at 4% or $174,981 at 6%; with 50% employer match about $174,981 at 4% or $116,654 at 6%; with 100% employer match about $131,236 at 4% or $87,491 at 6%.
2018265$15,350,256$4,136,361$63,636iApproximate average salary by contribution assumption: employee only about $1,590,908 at 4% or $1,060,605 at 6%; with 50% employer match about $1,060,605 at 4% or $707,070 at 6%; with 100% employer match about $795,454 at 4% or $530,303 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-65$10,838,325$3,271,049$50,324iApproximate average salary by contribution assumption: employee only about $1,258,096 at 4% or $838,731 at 6%; with 50% employer match about $838,731 at 4% or $559,154 at 6%; with 100% employer match about $629,048 at 4% or $419,365 at 6%.
OREGON SURGICAL SPECIALISTS, PC NEW COMPARABILITY CASH BALANCE PLAN-65$4,511,931$865,312$13,312iApproximate average salary by contribution assumption: employee only about $332,812 at 4% or $221,875 at 6%; with 50% employer match about $221,875 at 4% or $147,917 at 6%; with 100% employer match about $166,406 at 4% or $110,937 at 6%.
2017258$15,867,934$1,541,330$26,575iApproximate average salary by contribution assumption: employee only about $664,366 at 4% or $442,911 at 6%; with 50% employer match about $442,911 at 4% or $295,274 at 6%; with 100% employer match about $332,183 at 4% or $221,455 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-58$11,100,668$776,496$13,388iApproximate average salary by contribution assumption: employee only about $334,697 at 4% or $223,131 at 6%; with 50% employer match about $223,131 at 4% or $148,754 at 6%; with 100% employer match about $167,348 at 4% or $111,566 at 6%.
OREGON SURGICAL SPECIALISTS, PC NEW COMPARABILITY CASH BALANCE PLAN-57$4,767,266$764,834$13,418iApproximate average salary by contribution assumption: employee only about $335,454 at 4% or $223,636 at 6%; with 50% employer match about $223,636 at 4% or $149,090 at 6%; with 100% employer match about $167,727 at 4% or $111,818 at 6%.
2016260$13,622,773$1,441,060$24,018iApproximate average salary by contribution assumption: employee only about $600,442 at 4% or $400,294 at 6%; with 50% employer match about $400,294 at 4% or $266,863 at 6%; with 100% employer match about $300,221 at 4% or $200,147 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-51$9,686,990$665,001$13,039iApproximate average salary by contribution assumption: employee only about $325,981 at 4% or $217,321 at 6%; with 50% employer match about $217,321 at 4% or $144,880 at 6%; with 100% employer match about $162,990 at 4% or $108,660 at 6%.
OREGON SURGICAL SPECIALISTS, PC NEW COMPARABILITY CASH BALANCE PLAN-60$3,935,783$776,059$12,934iApproximate average salary by contribution assumption: employee only about $323,358 at 4% or $215,572 at 6%; with 50% employer match about $215,572 at 4% or $143,715 at 6%; with 100% employer match about $161,679 at 4% or $107,786 at 6%.
2015252$11,523,378$1,466,295$28,198iApproximate average salary by contribution assumption: employee only about $704,950 at 4% or $469,966 at 6%; with 50% employer match about $469,966 at 4% or $313,311 at 6%; with 100% employer match about $352,475 at 4% or $234,983 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-50$8,385,642$715,990$14,320iApproximate average salary by contribution assumption: employee only about $357,995 at 4% or $238,663 at 6%; with 50% employer match about $238,663 at 4% or $159,109 at 6%; with 100% employer match about $178,998 at 4% or $119,332 at 6%.
OREGON SURGICAL SPECIALISTS, PC NEW COMPARABILITY CASH BALANCE PLAN-52$3,137,736$750,305$14,429iApproximate average salary by contribution assumption: employee only about $360,724 at 4% or $240,482 at 6%; with 50% employer match about $240,482 at 4% or $160,322 at 6%; with 100% employer match about $180,362 at 4% or $120,241 at 6%.
2014246$10,254,588$1,030,525$22,403iApproximate average salary by contribution assumption: employee only about $560,068 at 4% or $373,379 at 6%; with 50% employer match about $373,379 at 4% or $248,919 at 6%; with 100% employer match about $280,034 at 4% or $186,689 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-43$8,033,078$615,297$14,309iApproximate average salary by contribution assumption: employee only about $357,731 at 4% or $238,487 at 6%; with 50% employer match about $238,487 at 4% or $158,991 at 6%; with 100% employer match about $178,865 at 4% or $119,244 at 6%.
OREGON SURGICAL SPECIALISTS, PC NEW COMPARABILITY CASH BALANCE PLAN-46$2,221,510$415,228$9,027iApproximate average salary by contribution assumption: employee only about $225,667 at 4% or $150,445 at 6%; with 50% employer match about $150,445 at 4% or $100,297 at 6%; with 100% employer match about $112,834 at 4% or $75,222 at 6%.
2013245$9,029,024$979,001$21,756iApproximate average salary by contribution assumption: employee only about $543,889 at 4% or $362,593 at 6%; with 50% employer match about $362,593 at 4% or $241,729 at 6%; with 100% employer match about $271,945 at 4% or $181,296 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-45$7,257,443$614,681$13,660iApproximate average salary by contribution assumption: employee only about $341,489 at 4% or $227,660 at 6%; with 50% employer match about $227,660 at 4% or $151,773 at 6%; with 100% employer match about $170,745 at 4% or $113,830 at 6%.
OREGON SURGICAL SPECIALISTS, PC NEW COMPARABILITY CASH BALANCE PLAN-44$1,771,581$364,320$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.
2012241$7,366,871$877,820$21,410iApproximate average salary by contribution assumption: employee only about $535,256 at 4% or $356,837 at 6%; with 50% employer match about $356,837 at 4% or $237,892 at 6%; with 100% employer match about $267,628 at 4% or $178,419 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-41$6,028,120$529,621$12,918iApproximate average salary by contribution assumption: employee only about $322,940 at 4% or $215,293 at 6%; with 50% employer match about $215,293 at 4% or $143,529 at 6%; with 100% employer match about $161,470 at 4% or $107,647 at 6%.
OREGON SURGICAL SPECIALITS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-39$1,338,751$348,199$8,928iApproximate average salary by contribution assumption: employee only about $223,204 at 4% or $148,803 at 6%; with 50% employer match about $148,803 at 4% or $99,202 at 6%; with 100% employer match about $111,602 at 4% or $74,401 at 6%.
2011239$6,198,812$857,547$21,988iApproximate average salary by contribution assumption: employee only about $549,710 at 4% or $366,473 at 6%; with 50% employer match about $366,473 at 4% or $244,315 at 6%; with 100% employer match about $274,855 at 4% or $183,237 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-38$5,198,150$516,870$13,602iApproximate average salary by contribution assumption: employee only about $340,046 at 4% or $226,697 at 6%; with 50% employer match about $226,697 at 4% or $151,132 at 6%; with 100% employer match about $170,023 at 4% or $113,349 at 6%.
OREGON SURGICAL SPECIALITS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-39$1,000,662$340,677$8,735iApproximate average salary by contribution assumption: employee only about $218,383 at 4% or $145,588 at 6%; with 50% employer match about $145,588 at 4% or $97,059 at 6%; with 100% employer match about $109,191 at 4% or $72,794 at 6%.
2010241$5,067,320$797,359$19,448iApproximate average salary by contribution assumption: employee only about $486,195 at 4% or $324,130 at 6%; with 50% employer match about $324,130 at 4% or $216,086 at 6%; with 100% employer match about $243,097 at 4% or $162,065 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-41$4,430,080$541,359$13,204iApproximate average salary by contribution assumption: employee only about $330,097 at 4% or $220,065 at 6%; with 50% employer match about $220,065 at 4% or $146,710 at 6%; with 100% employer match about $165,048 at 4% or $110,032 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-41$637,240$256,000$6,244iApproximate average salary by contribution assumption: employee only about $156,098 at 4% or $104,065 at 6%; with 50% employer match about $104,065 at 4% or $69,377 at 6%; with 100% employer match about $78,049 at 4% or $52,033 at 6%.
2009242$3,981,037$649,123$15,455iApproximate average salary by contribution assumption: employee only about $386,383 at 4% or $257,588 at 6%; with 50% employer match about $257,588 at 4% or $171,726 at 6%; with 100% employer match about $193,191 at 4% or $128,794 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-42$3,617,445$480,073$11,430iApproximate average salary by contribution assumption: employee only about $285,758 at 4% or $190,505 at 6%; with 50% employer match about $190,505 at 4% or $127,003 at 6%; with 100% employer match about $142,879 at 4% or $95,253 at 6%.
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-40$363,592$169,050$4,226iApproximate average salary by contribution assumption: employee only about $105,656 at 4% or $70,438 at 6%; with 50% employer match about $70,438 at 4% or $46,958 at 6%; with 100% employer match about $52,828 at 4% or $35,219 at 6%.
2008240$0$0-
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-38---
OREGON SURGICAL SPECIALISTS, P.C. NEW COMPARABILITY CASH BALANCE PLAN-40---
2007138$0$0-
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-38---
2006132$4,394,748$451,471$14,108iApproximate average salary by contribution assumption: employee only about $352,712 at 4% or $235,141 at 6%; with 50% employer match about $235,141 at 4% or $156,761 at 6%; with 100% employer match about $176,356 at 4% or $117,571 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-32$4,394,748$451,471$14,108iApproximate average salary by contribution assumption: employee only about $352,712 at 4% or $235,141 at 6%; with 50% employer match about $235,141 at 4% or $156,761 at 6%; with 100% employer match about $176,356 at 4% or $117,571 at 6%.
2005134$3,611,246$391,466$11,514iApproximate average salary by contribution assumption: employee only about $287,843 at 4% or $191,895 at 6%; with 50% employer match about $191,895 at 4% or $127,930 at 6%; with 100% employer match about $143,921 at 4% or $95,948 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-34$3,611,246$391,466$11,514iApproximate average salary by contribution assumption: employee only about $287,843 at 4% or $191,895 at 6%; with 50% employer match about $191,895 at 4% or $127,930 at 6%; with 100% employer match about $143,921 at 4% or $95,948 at 6%.
2004121$2,966,455$312,245$14,869iApproximate average salary by contribution assumption: employee only about $371,720 at 4% or $247,813 at 6%; with 50% employer match about $247,813 at 4% or $165,209 at 6%; with 100% employer match about $185,860 at 4% or $123,907 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-21$2,966,455$312,245$14,869iApproximate average salary by contribution assumption: employee only about $371,720 at 4% or $247,813 at 6%; with 50% employer match about $247,813 at 4% or $165,209 at 6%; with 100% employer match about $185,860 at 4% or $123,907 at 6%.
2003121$2,868,705$268,701$12,795iApproximate average salary by contribution assumption: employee only about $319,882 at 4% or $213,255 at 6%; with 50% employer match about $213,255 at 4% or $142,170 at 6%; with 100% employer match about $159,941 at 4% or $106,627 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-21$2,868,705$268,701$12,795iApproximate average salary by contribution assumption: employee only about $319,882 at 4% or $213,255 at 6%; with 50% employer match about $213,255 at 4% or $142,170 at 6%; with 100% employer match about $159,941 at 4% or $106,627 at 6%.
2002122$0$0-
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-22---
2001212$0$0-
Oregon Surgical Specialists PC. Money Purchase Pension Plan & Trust-0---
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-12---
2000213$3,725,360$219,053$16,850iApproximate average salary by contribution assumption: employee only about $421,256 at 4% or $280,837 at 6%; with 50% employer match about $280,837 at 4% or $187,225 at 6%; with 100% employer match about $210,628 at 4% or $140,419 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-13$3,483,567$162,884$12,530iApproximate average salary by contribution assumption: employee only about $313,238 at 4% or $208,826 at 6%; with 50% employer match about $208,826 at 4% or $139,217 at 6%; with 100% employer match about $156,619 at 4% or $104,413 at 6%.
Oregon Surgical Specialists PC. Money Purchase Pension Plan & Trust-13$241,793$56,169$4,321iApproximate average salary by contribution assumption: employee only about $108,017 at 4% or $72,012 at 6%; with 50% employer match about $72,012 at 4% or $48,008 at 6%; with 100% employer match about $54,009 at 4% or $36,006 at 6%.
1999210$5,390,459$132,920$13,292iApproximate average salary by contribution assumption: employee only about $332,300 at 4% or $221,533 at 6%; with 50% employer match about $221,533 at 4% or $147,689 at 6%; with 100% employer match about $166,150 at 4% or $110,767 at 6%.
Oregon Surgical Specialists PC. 401K Profit Sharing Plan-10$5,153,947$100,384$10,038iApproximate average salary by contribution assumption: employee only about $250,960 at 4% or $167,307 at 6%; with 50% employer match about $167,307 at 4% or $111,538 at 6%; with 100% employer match about $125,480 at 4% or $83,653 at 6%.
Oregon Surgical Specialists PC. Money Purchase Pension Plan & Trust-10$236,512$32,536$3,254iApproximate average salary by contribution assumption: employee only about $81,340 at 4% or $54,227 at 6%; with 50% employer match about $54,227 at 4% or $36,151 at 6%; with 100% employer match about $40,670 at 4% or $27,113 at 6%.