How big is Rogue Valley Oral & Maxillofacial Surgery PC's plan?

Rogue Valley Oral & Maxillofacial Surgery PC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20251001004433NAL0030597058001

Rogue Valley Oral & Maxillofacial Surgery PC

Name: Rogue Valley Oral & Maxillofacial Surgery PC — Form 5500 Plan 001 (2024)
Creator: Rogue Valley Oral & Maxillofacial Surgery PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogue Valley Oral & Maxillofacial Surgery PC 401(k) Plan

401(k) retirement plan · Rogue Valley Oral & Maxillofacial Surgery PC's Rogue Valley Oral & Maxillofacial Surgery PC 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael Doherty signed Rogue Valley Oral & Maxillofacial Surgery PC's 2024 Form 5500 as plan administrator.

Michael Doherty — 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

Rogue Valley Oral & Maxillofacial Surgery PC's EIN is 26-4061096.

EIN 26-4061096

Plan number 001

Plan year 2024

ACK ID 20251001004433NAL0030597058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rogue Valley Oral & Maxillofacial Surgery PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rogue Valley Oral & Maxillofacial Surgery PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC.

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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

ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC

EIN

all filings

Address

460 MURPHY RD. · MEDFORD, OR · 97504

Phone

(541) 776-0050

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator