401(k) · DOL Form 5500 · 2022
Bend Memorial Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $308,626
- Avg per participant High balance/head
Official DOL plan name: Bend Memorial Clinic, P.C. 401(k) Retirement Plan · Sponsored by Bend Memorial Clinic, P.C. · Oregon · Healthcare & Social Assistance
$43M in assets, 139 participants
Bend Memorial Clinic, P.C.'s Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported $43M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,803 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Bend Memorial Clinic, P.C. 401(k) Retirement Plan covers 139 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $43M.
- #17,803
- in Healthcare & Social Assistance (20,060 peers)
- -12.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bend Memorial Clinic, P.C. 401(k) Retirement Plan's outsized position by total assets
Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,899,072 Top 13% higher than 87% 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
Bend Memorial Clinic, P.C. 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. Bend Memorial Clinic, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (139 participants).
DOL schedule card
Filing strip 680637976 · Bend Memorial Clinic, P.C. PY 2022 · 401(k)
Bend Memorial Clinic, P.C. 401(k) Retirement Plan · $43M · 139 · 87th
- SCH $43M
- EBSA 139
- PART 87th
- TYPE 401(k)
- NET near Ase (U.S.) Inc. 401(k) Retirement Plan
- BOOK ind #17803
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 →
Bend Memorial Clinic, P.C. 401(k) Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$6M |
| Employer EIN | 680637976 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bend Memorial Clinic, P.C.)
Sponsor-wide plan assets over time
All Bend Memorial Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 44.37989474457629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $43M |
| 2023 | 1 | 156 | $54M |
| 2024 | 1 | 169 | $62M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Bend Memorial Clinic, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Ase (U.S.) Inc. 401(k) Retirement Plan in CA ($43M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Semper Valens Solutions, Inc. 401(k) Plan (TX) 139 · 0 off
- The Mail Group 401(k) Plan (IL) 139 · 0 off
- Cic Plus, LLC Retirement Savings Plan (IL) 139 · 0 off
- X Technologies, Inc. 401(k) Plan (TX) 139 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.