How big is Umpqua Orthopedics PC's plan?

Umpqua Orthopedics PC's plan reported $4.0M in assets and 11 participants for 2023.

Original filing (PDF)20250828154519NAL0020782002001

Umpqua Orthopedics PC

Name: Umpqua Orthopedics PC — Umpqua Orthopedics PC 401(k), Form 5500 (2023)
Creator: Umpqua Orthopedics PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umpqua Orthopedics PC 401(k) Plan

401(k) retirement plan · Umpqua Orthopedics PC's Umpqua Orthopedics PC 401(k) Plan held $4.0M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Laura Giles signed Umpqua Orthopedics PC's 2023 Form 5500 as plan administrator.

Laura Giles — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Umpqua Orthopedics PC's EIN is 20-5648026.

EIN 20-5648026

Plan number 001

Plan year 2023

ACK ID 20250828154519NAL0020782002001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Umpqua Orthopedics PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Umpqua Orthopedics PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMPQUA ORTHOPEDICS PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

UMPQUA ORTHOPEDICS PC

EIN

all filings

Address

277 NW MEDICAL LOOP · ROSEBURG, OR · 97471

Phone

(541) 677-3332

Industry

Health Care & Social Assistance

Plan administrator