How big is Hematology Oncology Associates, PC's plan?

Hematology Oncology Associates, PC's plan reported $22.3M in assets and 25 participants for 2025.

Original filing (PDF)20260428113323NAL0020794594001

Hematology Oncology Associates, PC

Name: Hematology Oncology Associates, PC — Hematology, Form 5500 (2025)
Creator: Hematology Oncology Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hematology Oncology Associates PC 401(k) Plan

401(k) retirement plan · Hematology Oncology Associates, PC's Hematology Oncology Associates PC 401(k) Plan held $22.3M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

People on this filing

Michelle Walkup signed Hematology Oncology Associates, PC's 2025 Form 5500 as plan administrator.

Michelle Walkup — 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

Hematology Oncology Associates, PC's EIN is 93-1272455.

EIN 93-1272455

Plan number 002

Plan year 2025

ACK ID 20260428113323NAL0020794594001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hematology Oncology Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hematology Oncology Associates, PC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 HEMATOLOGY ONCOLOGY ASSOCIATES, 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 (99th percentile).

Plan sponsor

Name

HEMATOLOGY ONCOLOGY ASSOCIATES, PC

EIN

all filings

Address

2640 E BARNETT ROAD E-245 · 3011 E BARNETT ROAD · MEDFORD, OR · 97504

Phone

(541) 774-5853

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator