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OSCAR T. ORTIZ, M.D., P.C. — OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014190815NAL0001763987001
OSCAR T. ORTIZ, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
OSCAR T. ORTIZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OSCAR T. ORTIZ, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
OSCAR T. ORTIZ, M.D., P.C.
EIN
22-3697739
Address
1163 ROUTE 37 WEST, STE A1 · TOMS RIVER, NJ · 08755
Phone
(732) 736-1000
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
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