401(k) · DOL Form 5500 · 2022

Willamette View, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
255
Participants Below avg headcount
61st
Percentile by assets National rank
$32,627
Avg per participant Low balance/head
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Official DOL plan name: Willamette View, Inc. 401(k) Retirement Plan · Sponsored by Willamette View, Inc. · Oregon · Healthcare & Social Assistance

$8M in assets, 255 participants

Willamette View, Inc.'s Willamette View, Inc. 401(k) Retirement Plan reported $8M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,415 in Healthcare & Social Assistance (20,060 peers)

Willamette View, Inc. multi-year trail

Willamette View, Inc.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Willamette View, Inc. 401(k) Retirement Plan at $8M / 255 participants.

#13,415
in Healthcare & Social Assistance (20,060 peers)
-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.

Willamette View, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Willamette View, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$8,319,905 Top 39% higher than 61% 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

Willamette View, Inc. 401(k) Retirement Plan 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. Willamette View, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (255 participants).

DOL schedule card

Filing strip 930463816 · Willamette View, Inc. PY 2022 · 401(k)

Willamette View, Inc. 401(k) Retirement Plan · $8M · 255 · 61st

  • NET $8M
  • NET 255
  • NET 61st
  • NET 401(k)
  • NET near St. Anne's Retirement Community, Inc. 401(k) Plan
  • NET ind #13415

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 →

Willamette View, Inc. 401(k) Retirement Plan in the asset neighbourhood

Willamette View, Inc. 401(k) Retirement PlanWillamette View, Inc. 401(k)…$8MSt. Anne's Retirement Community, Inc. 401(k) PlanSt. Anne's Retirement Commun…$8MAdvisors Mortgage Group 401(k) PlanAdvisors Mortgage Group 401(…$8MEndeavor Schools, LLC 401(k) Profit Sharing Plan and TrustEndeavor Schools, LLC 401(k)…$8MPressler, Felt & Warshaw, LLP Profit Sharing PlanPressler, Felt & Warshaw, LL…$8M
End-of-year total assets ($M) among Willamette View, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Willamette View, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willamette View, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.75373997659829% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.32M $11M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 255 $8M
2023 1 231 $9M
2024 1 240 $11M

Willamette View, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN930463816
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Willamette View, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Willamette View, Inc. 401(k) Retirement Plan, Total assets ($B): 0.008319905 · Participants: 255Willamette View, Inc. 401(k) Retirement Plan401(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
Willamette View, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Willamette View, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is St. Anne's Retirement Community, Inc. 401(k) Plan in PA ($8M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Willamette View, Inc. 401(k) Retirement Plan assets move in 2022?
Willamette View, Inc. 401(k) Retirement Plan declined sharply - down 15.6% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Willamette View, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Willamette View, Inc.'s sponsor-wide assets grew 31.8%, from $8M to $11M.
Which 401(k) plans are similar in size to Willamette View, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is St. Anne's Retirement Community, Inc. 401(k) Plan in PA ($8M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Willamette View, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Lincoln Manufacturing 401(k) Plan in TX (255 participants, N/A in assets).