401(k) · DOL Form 5500 · 2022

Evergreen Family Medicine, P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
171
Participants Small participant base
64th
Percentile by assets National rank
$56,965
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Family Medicine, P.C. 401(k) Plan · Sponsored by Evergreen Family Medicine, P.C. · Oregon · Healthcare & Social Assistance

$10M in assets, 171 participants

Evergreen Family Medicine, P.C.'s Evergreen Family Medicine, P.C. 401(k) Plan reported $10M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,996 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Evergreen Family Medicine, P.C. 401(k) Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#13,996
in Healthcare & Social Assistance (20,060 peers)
+0.4%
assets growth YoY

Evergreen Family Medicine, P.C. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Family Medicine, P.C. 401(k) Plan vs every filed plan by assets

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

$9,741,004 Top 36% higher than 64% 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

Evergreen Family Medicine, P.C. 401(k) 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. Evergreen Family Medicine, P.C. 401(k) Plan sits mid-pack in the medium band (171 participants).

DOL schedule card

Filing strip 931200207 · Evergreen Family Medicine, P.C. PY 2022 · 401(k)

Evergreen Family Medicine, P.C. 401(k) Plan · $10M · 171 · 64th

  • PCT $10M
  • PCT 171
  • PCT 64th
  • PCT 401(k)
  • PCT near Lac Du Flambeau Band of Lake Superior Chippewa Indians Enterprise 401(k) Plans
  • PCT ind #13996

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 →

Evergreen Family Medicine, P.C. 401(k) Plan in the asset neighbourhood

Evergreen Family Medicine, P.C. 401(k) PlanEvergreen Family Medicine, P…$10MLac Du Flambeau Band of Lake Superior Chippewa Indians Enterprise 401(k) PlansLac Du Flambeau Band of Lake…$10MEnovapremier, LLC 401(k) Plan$10MTown & Country Fcu Employee 401(k) and Profit Sharing PlanTown & Country Fcu Employee …$10MRed Lake Comprehensive Health Services 401(k) PlanRed Lake Comprehensive Healt…$10M
End-of-year total assets ($M) among Evergreen Family Medicine, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$41K
Employer EIN931200207
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Family Medicine, P.C.)

Sponsor-wide plan assets over time

All Evergreen Family Medicine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 78.86219942010084% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.74M $17.4M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 171 $10M
2023 1 234 $13M
2024 1 256 $17M

Nearby 401(k) Plans in Oregon

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

Evergreen Family Medicine, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Evergreen Family Medicine, P.C. 401(k) Plan, Total assets ($B): 0.009741004 · Participants: 171Evergreen Family Medicine, P.C. 401(k) 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
Evergreen Family Medicine, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Evergreen Family Medicine, P.C. 401(k) Plan side-by-side with 3 peers →

Evergreen Family Medicine, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Lac Du Flambeau Band of Lake Superior Chippewa Indians Enterprise 401(k) Plans in WI ($10M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Evergreen Family Medicine, P.C. 401(k) Plan assets move in 2022? ▼
Evergreen Family Medicine, P.C. 401(k) Plan held essentially flat - up 0.4% during 2022, from $10M to $10M. Reported net income was $41K.
How have Evergreen Family Medicine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Family Medicine, P.C.'s sponsor-wide assets grew 78.9%, from $10M to $17M.
Which 401(k) plans are similar in size to Evergreen Family Medicine, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lac Du Flambeau Band of Lake Superior Chippewa Indians Enterprise 401(k) Plans in WI ($10M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Family Medicine, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 participants, N/A 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 931200207.

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.