401(k) · DOL Form 5500 · 2022

Mosaic Medical 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
367
Participants Below avg headcount
76th
Percentile by assets National rank
$50,054
Avg per participant Low balance/head
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Official DOL plan name: Mosaic Medical 401(k) Ps Plan and Trust · Sponsored by Mosaic Medical · Oregon · Healthcare & Social Assistance

$18M in assets, 367 participants

Mosaic Medical's Mosaic Medical 401(k) Ps Plan and Trust reported $18M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,022 in Healthcare & Social Assistance (20,060 peers)

Where Mosaic Medical 401(k) Ps Plan and Trust sits by assets

Mosaic Medical 401(k) Ps Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 367 participants (~$50,054/participant), down 3.6% in 2022.

#16,022
in Healthcare & Social Assistance (20,060 peers)
-3.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $700K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mosaic Medical 401(k) Ps Plan and Trust's outsized position by total assets

Mosaic Medical 401(k) Ps Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,370,001 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mosaic Medical 401(k) Ps Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Medical 401(k) Ps Plan and Trust sits mid-pack in the medium band (367 participants).

Form 5500 schedule snapshot

Filing strip 931329158 · Mosaic Medical PY 2022 · 401(k)

Mosaic Medical 401(k) Ps Plan and Trust · $18M · 367 · 76th

  • VS-ST $18M
  • VS-ST 367
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Providence Medical Group 401(k) Profit Sharing Plan
  • VS-ST ind #16022

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Mosaic Medical 401(k) Ps Plan and Trust in the asset neighbourhood

Mosaic Medical 401(k) Ps Plan and TrustMosaic Medical 401(k) Ps Pla…$18MProvidence Medical Group 401(k) Profit Sharing PlanProvidence Medical Group 401…$18MDick Family, Inc. 401(k) Plan$18MHealth and Safety Institute 401(k) PlanHealth and Safety Institute …$18MK2 Insurance Services, LLC 401(k) Retirement PlanK2 Insurance Services, LLC 4…$18M
End-of-year total assets ($M) among Mosaic Medical 401(k) Ps Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$700K
Employer EIN931329158
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mosaic Medical)

Sponsor-wide plan assets over time

All Mosaic Medical plans reported in each filing year

Latest sponsor-wide plan assets
$30M 65.82493925830488% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.4M $30.5M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 367 $18M
2023 1 385 $25M
2024 1 418 $30M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mosaic Medical 401(k) Ps Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mosaic Medical 401(k) Ps Plan and Trust, Total assets ($B): 0.018370001 · Participants: 367Mosaic Medical 401(k) Ps Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Mosaic Medical 401(k) Ps Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mosaic Medical 401(k) Ps Plan and Trust side-by-side with 3 peers →

Mosaic Medical 401(k) Ps Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Providence Medical Group 401(k) Profit Sharing Plan in IN ($18M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mosaic Medical 401(k) Ps Plan and Trust assets move in 2022? ▼
Mosaic Medical 401(k) Ps Plan and Trust edged down modestly - down 3.6% during 2022, from $19M to $18M. Reported net income was -$700K.
How have Mosaic Medical plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Medical's sponsor-wide assets grew 65.8%, from $18M to $30M.
Where does Mosaic Medical 401(k) Ps Plan and Trust rank by assets among Form 5500 filers? ▼
Mosaic Medical 401(k) Ps Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mosaic Medical 401(k) Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Providence Medical Group 401(k) Profit Sharing Plan in IN ($18M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Medical 401(k) Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931329158.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.