How big is Umpqua Medical, P.C.'s plan?

Umpqua Medical, P.C.'s plan reported $4.8M in assets and 2 participants for 2023.

Original filing (PDF)20250627172309NAL0009583889001

Umpqua Medical, P.C.

Name: Umpqua Medical, P.C. — Umpqua Medical, P.C. Profit, Form 5500 (2023)
Creator: Umpqua Medical, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umpqua Medical, P.C. Profit Sharing Plan

401(k) retirement plan · Umpqua Medical, P.C.'s Umpqua Medical, P.C. Profit Sharing Plan held $4.8M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Umpqua Medical, P.C.'s EIN is 91-1802758.

EIN 91-1802758

Plan number 001

Plan year 2023

ACK ID 20250627172309NAL0009583889001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Umpqua Medical, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Umpqua Medical, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

UMPQUA MEDICAL, P.C.

EIN

all filings

Address

1813 W HARVARD AVE, SUITE 436 · ROSEBURG, OR · 97471

Phone

(541) 673-0496

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator