Oregon Oncology Specialists 401(k) match, vesting and fees
What Oregon Oncology Specialists' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Oregon Oncology Specialists: employer contribution per participant | $5,322 | |
| Peer median | $1,440 |
| Oregon Oncology Specialists: average balance | $140,589 | |
| Peer median | $38,351 |
| Oregon Oncology Specialists: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $28.7M at the end of plan year 2021 to $43.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 314 | $43.9M | $1.7M | $5,322 | 0.20% | Not published | Form 5500 ↗ |
| 2024 | 296 | $38.2M | $1.6M | $5,568 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 333 | $34.7M | $1.9M | $5,600 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 335 | $26.2M | $1.4M | $4,100 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 207 | $28.7M | $1M | $5,028 | 0.07% | Not published | Form 5500 ↗ |
Other Oregon Oncology Specialists plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Oregon Specialty Group Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Oregon Oncology Specialists match 401(k) contributions?
The match terms for the Oregon Specialty Group 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $5,322 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oregon Oncology Specialists 401(k) match vested?
The vesting schedule for the Oregon Specialty Group 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oregon Oncology Specialists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Oregon Oncology Specialists, LLP.
I left Oregon Oncology Specialists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oregon Oncology Specialists, LLP, (503) 561-6444) or the recordkeeper, Empower Annuity Insurance Company. The Oregon Oncology Specialists old 401(k) page lists the contacts from every plan filing. Find an old Oregon Oncology Specialists 401(k)
Data from the public Form 5500 annual reports Oregon Oncology Specialists filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oregon Oncology Specialists. Not financial advice. Report a correction · Methodology