How big is Elisa A. Burgess MD PC's plan?

Elisa A. Burgess MD PC's plan reported $2.4M in assets and 10 participants for 2023.

Original filing (PDF)20250622124245NAL0013567730001

Elisa A. Burgess MD PC

Name: Elisa A. Burgess MD PC — Elisa A. Burgess MD PC, Form 5500 (2023)
Creator: Elisa A. Burgess MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elisa A. Burgess MD PC Retirement Plan

401(k) retirement plan · Elisa A. Burgess MD PC's Elisa A. Burgess MD PC Retirement Plan held $2.4M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Elisa a Burgess signed Elisa A. Burgess MD PC's 2023 Form 5500 as plan administrator.

Elisa a Burgess — 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

Elisa A. Burgess MD PC's EIN is 93-1317551.

EIN 93-1317551

Plan number 001

Plan year 2023

ACK ID 20250622124245NAL0013567730001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Elisa A. Burgess MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Elisa A. Burgess MD PC's plan includes profit-sharing, a 401(k) feature, 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 ELISA A. BURGESS MD 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 (94th percentile).

Plan sponsor

Name

ELISA A. BURGESS MD PC

EIN

all filings

Address

16865 BOONES FERRY RD · STE 101 · LAKE OSWEGO, OR · 97035

Phone

(503) 699-6464

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator