401(k)
2022 plan-year 401(k) DOL Form 5500

Willamette View, Inc. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Willamette View, Inc. · Oregon · Healthcare & Social Assistance

What the 2023 filing shows

Willamette View, Inc. 401(k) Retirement Plan holds $8M for 255 participants — about $32,627 per participant, down 15.6% over the 2022 plan year.

$8M
total plan assets (2022 EOY)
255
covered participants
$32,627
avg assets per participant
-15.6%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8M
Participants
255
State
Industry
Healthcare & Social Assistance

What the Filing Says About Willamette View, Inc. 401(k) Retirement Plan

Willamette View, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Willamette View, Inc., headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 255 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 930463816, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $8M at year-end — a decline of 15.6%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-1,534,732 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-1,534,732
Plan Type401(k)
Employer EIN930463816
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette View, Inc.)

Year Plans Participants Total Assets
2022 1 255 $8M
2023 1 231 $9M
2024 1 240 $11M

Nearby 401(k) Plans in Oregon

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

Frequently Asked Questions

How much money is in the Willamette View, Inc. 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Willamette View, Inc. 401(k) Retirement Plan holds $8M in total assets with 255 participants. It is sponsored by Willamette View, Inc..
What type of plan is Willamette View, Inc. 401(k) Retirement Plan?
Willamette View, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 930463816.
Who sponsors the Willamette View, Inc. 401(k) Retirement Plan?
Willamette View, Inc. 401(k) Retirement Plan is sponsored by Willamette View, Inc., located in Oregon. The sponsor's EIN is 930463816 and the plan operates in the Healthcare & Social Assistance industry.
How did Willamette View, Inc. 401(k) Retirement Plan perform in 2022?
Willamette View, Inc. 401(k) Retirement Plan declined by 15.6% during 2022, moving from $10M to $8M in total assets. Net income was $-1,534,732.
Where can I find official filings for Willamette View, Inc. 401(k) Retirement Plan?
Official Form 5500 filings for Willamette View, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930463816 or plan name at efast.dol.gov.
How does Willamette View, Inc. 401(k) Retirement Plan compare to other plans?
You can compare Willamette View, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 930463816.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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