Urologic Specialists of Oklahoma 401(k) match, vesting and fees
What Urologic Specialists of Oklahoma's 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 | Upal | Schedule C ↗ |
| Independent auditor | Morse & Co., PLLC (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.
| Urologic Specialists of Oklahoma: employer contribution per participant | $6,512 | |
| Peer median | $1,440 |
| Urologic Specialists of Oklahoma: average balance | $249,682 | |
| Peer median | $38,351 |
| Urologic Specialists of Oklahoma: admin expenses ÷ assets | 0.31% | |
| 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 $55.4M at the end of plan year 2021 to $70.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 285 | $70.4M | $1.8M | $6,512 | 0.31% | Not published | Form 5500 ↗ |
| 2024 | 266 | $63.4M | $1.4M | $5,399 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 250 | $56M | $1.5M | $5,897 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 250 | $47.7M | $1.4M | $5,505 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 240 | $55.4M | $1.3M | $5,524 | 0.28% | Not published | Form 5500 ↗ |
Other Urologic Specialists of Oklahoma plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Urologic Specialists of Oklahoma, Inc. 401(k) Profit Sharing Plan - II
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Urologic Specialists of Oklahoma match 401(k) contributions?
The match terms for the Urologic Specialists of Oklahoma, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.8M in employer contributions, about $6,512 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Urologic Specialists of Oklahoma 401(k) match vested?
The vesting schedule for the Urologic Specialists of Oklahoma, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Urologic Specialists of Oklahoma 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Upal. The plan administrator is Urologic Specialists of Oklahoma, Inc..
I left Urologic Specialists of Oklahoma. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Urologic Specialists of Oklahoma, Inc., (918) 749-8765) or the recordkeeper, Upal. The Urologic Specialists of Oklahoma old 401(k) page lists the contacts from every plan filing. Find an old Urologic Specialists of Oklahoma 401(k)
Data from the public Form 5500 annual reports Urologic Specialists of Oklahoma 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 Urologic Specialists of Oklahoma. Not financial advice. Report a correction · Methodology