401(k) · DOL Form 5500 · 2022
Optum Oregon Mso, LLC 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 716
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $119,500
- Avg per participant Near avg balance/head
Official DOL plan name: Oregon Healthcare Resources Employee Savings Plan · Sponsored by Optum Oregon Mso, LLC · Minnesota · Healthcare & Social Assistance
$86M in assets, 716 participants
Optum Oregon Mso, LLC's Oregon Healthcare Resources Employee Savings Plan reported $86M in total assets and 716 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,656 in Healthcare & Social Assistance (20,060 peers)
Where Oregon Healthcare Resources Employee Savings Plan sits by assets
Oregon Healthcare Resources Employee Savings Plan sits in the top 10% of all filed plans by assets, $86M for 716 participants (~$119,500/participant), down 20.1% in 2022.
- #18,656
- in Healthcare & Social Assistance (20,060 peers)
- -20.1%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Healthcare Resources Employee Savings Plan's outsized position by total assets
Oregon Healthcare Resources Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$85,562,211 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oregon Healthcare Resources Employee Savings 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. Oregon Healthcare Resources Employee Savings Plan sits mid-pack in the medium band (716 participants).
Plan-year Form 5500 strip
Filing strip 853355553 · Optum Oregon Mso, LLC PY 2022 · 401(k)
Oregon Healthcare Resources Employee Savings Plan · $86M · 716 · 92nd
- 5500 $86M
- 5500 716
- 5500 92nd
- 5500 401(k)
- 5500 near Tmeic Corporation Americas 401(k) Plan
- 5500 ind #18656
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 Minnesota →
Oregon Healthcare Resources Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$21M |
| Employer EIN | 853355553 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Oregon Healthcare Resources Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Tmeic Corporation Americas 401(k) Plan in VA ($86M); by covered participants it is Geon Performance Solutions 401(k) Plan in OH (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Tmeic Corporation Americas 401(k) Plan (VA) $86M · 458
- Care One Management 401(k) Plan (NJ) $86M · 4,440
- Allied Solutions, LLC 401(k) Plan (IN) $86M · 1,169
- National Beef Packing Company, LLC Profit Sharing and Savings Plan (MO) $86M · 2,914
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Geon Performance Solutions 401(k) Plan (OH) 716 · 0 off
- Producers Rice Mill, Inc. 401(k) Plan (AR) 716 · 0 off
- First Federal Bank 401(k) Profit Sharing Plan (FL) 716 · 0 off
- Efco Contribution & 401(k) Plan (IA) 716 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.