Southern Oregon Orthopedics Cash Balance Plan

Southern Oregon Orthopedics Cash Balance Plan

The practice was founded in 1970 and operates as Southern Oregon's largest orthopedic group, with offices in Medford and Grants Pass plus an outpatient surgery center. The affiliated cash-balance plan exists to provide retirement benefits for the group's physicians, therapists, and support staff — it is a regulated ERISA pension vehicle, not an independent investment entity. No separate investment committee, CIO, or external manager relationships are disclosed. The plan's funding comes from employer contributions determined by the corporate entity's annual profitability. For 2024, the medical group reported performing over 8,000 surgical cases across its network, generating professional revenues that cover pension obligations. The firm's own materials describe partnerships with Asante Rogue Regional Medical Center and Providence Medford Medical Center, with no mention of plan-level investments in third-party funds, direct private placements, or alternative assets. No AUM figure has been published. The U.S. Department of Labor's Form 5500 database provides the only external window into the plan's size, but no recent filing was surfaced. As of May 2025, Southern Oregon Orthopedics promoted its 2025 CommunityVotes award for physicians and surgeons, without referencing any change in pension governance, new outsourced CIO mandate, or addition of a plan trustee. Structurally, the cash-balance plan differs from a conventional pension fund: it credits participants' hypothetical accounts with annual pay credits and interest, and the investment risk stays with the employer. The absence of a separate investment office, board investment committee, or disclosed external manager means this vehicle does not directly participate in institutional limited-partner commitments or direct co-investment activity.