Department of Labor filing

ONCOLOGY HEMATOLOGY WEST, P.C.

401(K) PLAN AND EMPLOYEES TRUST OF ONCOLOGY HEMATOLOGY WEST, P. C. · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 7, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,877

Reported employer contributions per active participant.

Higher than about 77% of comparable plans

#People in the filing

347

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$333 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 18% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions77th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense18th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ONCOLOGY HEMATOLOGY WEST, P.C. reported $2,039,261 in employer contributions across the plan and 347 active participants. That works out to $5,877 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy91%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 44.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 33.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,039,261
Participant contributions: $1,623,616
Other contributions: $242,562
Employer share of reported contributions: 55.7%
Beginning assets: $43,945,023
Ending assets: $52,111,496
Ending net assets: $52,111,496
Ending liabilities: $0
Total income: $10,437,984
Total expenses: $2,271,511
Administrative expenses: $126,357
Participant loans: $301,710

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$10,540

2023

$6,202

2024

$5,877

Plan-paid administrative expenses per participant

2022

$500

2023

$382

2024

$333

Active participants

2022

279

2023

282

2024

347

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,877	347	52.1M	20250807120707NAL0002160403001
2023	$6,202	282	43.9M	20241015090650NAL0048596896001
2022	$10,540	279	38.3M	20231016182456NAL0051908016001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 470754790-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1992
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20250807120707NAL0002160403001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗