Oregon Anesthesiology Group, P.C.
Form 5500 DataOverview
Plan Description
Oregon Anesthesiology Group, P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 93, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Oregon Anesthesiology Group, P.C. 401k Profit Sharing Plan currently has over 400 active participants and over $375.3M in plan assets.

Congratulations!
This plan has the highest rating in its peer group.
Plan Details
Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 707 Sw Washington St Suite 700
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 707 Sw Washington St Suite 700
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LocationPortland , OR97205
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IndustryOffices of Physicians (except Mental Health Specialists)
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AdministratorUrsula Luckert
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Net Plan Assets$375,000,000
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Total Participants430
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Avg Account Balance$890,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Lowest Fees
Company Generosity:
Great
Performance
Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great
Design
Total Plan Cost:
Low Fees
Company Generosity:
Great
Performance
Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Great
Peer Group Plans
Company | Rating |
---|---|
Anesthesia Service Medical Group | 92.6 |
Gould Medical Group | 90.7 |
Hawaii Permanente Medical Group | 90.1 |
PhyMed Management, LLC | 89.0 |
McFarland Clinic, P.C. | 82.7 |
Tufts Medical Center Physicians Organization | 81.6 |
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Deals & People
HUB Names New Leader for Retirement and Private Wealth
PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.
January 22, 2021
exclusives
Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
January 19, 2021
Compliance
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit
The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.
January 15, 2021
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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BlackRock, Inc. Blackrock Lifepath Index | 34% |
6%
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Total Common Stocks | 9% |
N/A
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Vanguard Total Stock Market Index | 8% |
23%
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100%
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100%
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100%
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100%
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View all funds in this plan
Providers
Articles and Questions

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