401(k) · DOL Form 5500 · 2022

Willamette Valley Hospice, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
122
Participants Small participant base
54th
Percentile by assets National rank
$49,293
Avg per participant Low balance/head
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Official DOL plan name: Willamette Valley Hospice 401(k) Retirement Plan · Sponsored by Willamette Valley Hospice, Inc. · Oregon · Healthcare & Social Assistance

$6M in assets, 122 participants

Willamette Valley Hospice, Inc.'s Willamette Valley Hospice 401(k) Retirement Plan reported $6M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,083 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Willamette Valley Hospice 401(k) Retirement Plan covers 122 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#12,083
in Healthcare & Social Assistance (20,060 peers)
-23.8%
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 Valley Hospice 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Willamette Valley Hospice 401(k) Retirement Plan vs every filed plan by assets

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

$6,013,721 Top 46% higher than 54% 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 Valley Hospice 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 Valley Hospice 401(k) Retirement Plan sits mid-pack in the medium band (122 participants).

DOL schedule card

Filing strip 930738493 · Willamette Valley Hospice, Inc. PY 2022 · 401(k)

Willamette Valley Hospice 401(k) Retirement Plan · $6M · 122 · 54th

  • EOY $6M
  • EOY 122
  • EOY 54th
  • EOY 401(k)
  • EOY near Werth Wealth Management Profit Sharing Plan
  • EOY ind #12083

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 Valley Hospice 401(k) Retirement Plan in the asset neighbourhood

Willamette Valley Hospice 401(k) Retirement PlanWillamette Valley Hospice 40…$6MWerth Wealth Management Profit Sharing PlanWerth Wealth Management Prof…$6MSouthwest Concrete Construction, Inc. Employee 401(k) PlanSouthwest Concrete Construct…$6MTaurus Holdings, Inc. 401(k) PlanTaurus Holdings, Inc. 401(k)…$6MO'gara Coach Company, LLC 401(k) PlanO'gara Coach Company, LLC 40…$6M
End-of-year total assets ($M) among Willamette Valley Hospice 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN930738493
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Valley Hospice, Inc.)

Sponsor-wide plan assets over time

All Willamette Valley Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.055778776567784% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $6.01M $7.34M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 122 $6M
2023 1 112 $8M
2024 1 118 $7M

Nearby 401(k) Plans in Oregon

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

Willamette Valley Hospice 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Willamette Valley Hospice 401(k) Retirement Plan, Total assets ($B): 0.006013721 · Participants: 122Willamette Valley Hospice 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 Valley Hospice 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Willamette Valley Hospice 401(k) Retirement Plan side-by-side with 3 peers →

Willamette Valley Hospice 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Werth Wealth Management Profit Sharing Plan in KS ($6M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Valley Hospice 401(k) Retirement Plan assets move in 2022? ▼
Willamette Valley Hospice 401(k) Retirement Plan declined sharply - down 23.8% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Willamette Valley Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Valley Hospice, Inc.'s sponsor-wide assets grew 22.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Willamette Valley Hospice 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Werth Wealth Management Profit Sharing Plan in KS ($6M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Willamette Valley Hospice 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 930738493.

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.