MEDFORD EAR NOSE & THROAT CLINIC P. C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
40
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDFORD EAR, NOSE & THROAT CLINIC, P.C..
Plan sponsor
Name
MEDFORD EAR, NOSE & THROAT CLINIC, P.C.
EIN
93-0674282
Address
1170 ROYAL AVE · MEDFORD, OR · 975046101
Phone
(541) 779-7331
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-10
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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.
