Medford, OR Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Medford, OR has 70 loaded benefit plan(s) reported by 47 plan sponsor(s), with $2,094,043,083 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 70
- Plan sponsors
- 47
- Total reported assets (EOY)
- $2,094,043,083
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lithia Motors, Inc. 401(K) Plan | Lithia Motors, Inc. | $862,169,898 | 2023 |
| Asante 403b Plan | Asante | $683,735,006 | 2023 |
| Pacific Retirement Services, Inc. 401(K) Plan | Pacific Retirement Services, Inc. | $97,029,072 | 2023 |
| Rogue Credit Union Capital Accumulation Plan | Rogue Credit Union | $45,291,552 | 2023 |
| C&K Market, Inc. Employee Stock Ownership Plan | C&K Market, Inc. | $45,147,432 | 2023 |
| Anesthesia Associates Of Medford, P.C. 401(K) Profit Sharing Plan | Anesthesia Associates Of Medford, P.C. | $44,488,671 | 2023 |
| C & K Market, Inc. 401(K) Plan | C & K Market, Inc. | $31,875,992 | 2023 |
| Ashland Community Hospital Retirement Plan | Asante | $31,199,885 | 2023 |
| Procare Software LLC 401(K) Plan | Procare Software LLC | $26,782,538 | 2023 |
| Southern Oregon Cardiology LLC 401(K) Plan | Southern Oregon Cardiology LLC | $26,060,704 | 2023 |
| La Clinica Del Valle Family Health Care Center, Inc. 403(B) Plan | La Clinica Del Valle Family Health Care Center, Inc. | $24,314,962 | 2023 |
| Southern Oregon Orthopedics, Inc. 401(K) Profit Sharing Plan | Southern Oregon Orthopedics, Inc. | $22,363,035 | 2023 |
| Rogue Valley Physicians, P.C. 401(K) Plan | Rogue Valley Physicians, P.C. | $20,420,179 | 2023 |
| The Meadows Of Napa Valley & Saratoga Retirement Community 403(B) Plan | Odd Fellows Home Of California | $14,435,736 | 2023 |
| Medical Eye Center, Inc. 401k Profit Sharing Plan And Trust | Medical Eye Center Inc | $12,870,339 | 2023 |
| Columbia Care Services Inc Retirement Plan | Columbia Care Services Inc | $10,466,006 | 2023 |
| Rogue Community Health 403(B) Plan | Rogue Community Health | $10,198,319 | 2023 |
| People'S Bank Of Commerce 401(K) Plan | People'S Bank Of Commerce | $9,765,487 | 2023 |
| East Main Dental Center, Llp 401k Deferred Compensation Plan | East Main Dental Center Llp | $9,287,237 | 2023 |
| St. Mary'S Of Medford School 403(B) Plan | St. Marys Of Medford, Inc. | $8,755,494 | 2023 |
| Southern Oregon Orthopedics, Inc. Cash Balance Plan | Southern Oregon Orthopedics, Inc. | $8,649,895 | 2023 |
| Mercy Flights Incorporated Retirement Plan And Trust | Mercy Flights Incorporated | $8,382,120 | 2023 |
| Radiation Oncology Consultants, Pc 401(K) Profit Sharing Plan | Radiation Oncology Consultants, Pc | $5,643,507 | 2023 |
| Foster Denman, Llp 401k Profit Sharing Plan Trust | Foster Denman Llp | $5,608,799 | 2023 |
| Frohnmayer Deatherage Jamieson Moore Armosino & Mcgovern Pc 401(K) Profit Sharing Plan & Trust | Frohnmayer Deatherage Jamieson Moore Armosino & Mcgovern Pc | $5,103,254 | 2023 |
Largest plans in Medford → · Medford plans with financial data → · $1B+ plans in Medford → · Providers by reported compensation →
Related Form 5500 pages
- All OR Form 5500 filings
- Lithia Motors, Inc. 401(K) Plan (plan 003)
- Lithia Motors, Inc. — all reported plans
- Asante 403b Plan (plan 002)
- Asante — all reported plans
- Pacific Retirement Services, Inc. 401(K) Plan (plan 006)
- Pacific Retirement Services, Inc. — all reported plans
- Rogue Credit Union Capital Accumulation Plan (plan 033)
- Rogue Credit Union — all reported plans
- C&K Market, Inc. Employee Stock Ownership Plan (plan 003)
- C&K Market, Inc. — all reported plans
- Anesthesia Associates Of Medford, P.C. 401(K) Profit Sharing Plan (plan 018)
- Anesthesia Associates Of Medford, P.C. — all reported plans
- C & K Market, Inc. 401(K) Plan (plan 001)
- Ashland Community Hospital Retirement Plan (plan 003)
- Procare Software LLC 401(K) Plan (plan 002)
- Procare Software LLC — all reported plans
- Southern Oregon Cardiology LLC 401(K) Plan (plan 001)
- Southern Oregon Cardiology LLC — all reported plans
- La Clinica Del Valle Family Health Care Center, Inc. 403(B) Plan (plan 001)
- La Clinica Del Valle Family Health Care Center, Inc. — all reported plans
- Southern Oregon Orthopedics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Southern Oregon Orthopedics, Inc. — all reported plans
- Rogue Valley Physicians, P.C. 401(K) Plan (plan 001)
- Rogue Valley Physicians, P.C. — all reported plans
- The Meadows Of Napa Valley & Saratoga Retirement Community 403(B) Plan (plan 002)
- Odd Fellows Home Of California — all reported plans
- Medical Eye Center, Inc. 401k Profit Sharing Plan And Trust (plan 006)
- Medical Eye Center Inc — all reported plans
- Methodology
- Data sources