401(k)
2022 plan-year 401(k) DOL Form 5500

UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH

This 401(k) plan holds $6M in total assets and serves 259 participants as of 2022. It is sponsored by UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH in Oregon. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$6M
Participants
259
State
Industry
Healthcare & Social Assistance

What the Filing Says About UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN

UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 259 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 931070304, and the plan has been effective since 2004-12-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $6M at year-end — a gain of 21.4%. Net assets (after liabilities) closed the year at $6M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$1M
Plan Type401(k)
Employer EIN931070304
Plan Effective Date2004-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH)

Year Plans Participants Total Assets
2022 1 259 $6M
2023 1 294 $8M

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Frequently Asked Questions

How much money is in the UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN holds $6M in total assets with 259 participants. It is sponsored by UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH.
What type of plan is UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN?
UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 2004-12-30. The plan is filed with the U.S. Department of Labor under EIN 931070304.
Who sponsors the UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN?
UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN is sponsored by UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH, located in Oregon. The sponsor's EIN is 931070304 and the plan operates in the Healthcare & Social Assistance industry.
How did UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN perform in 2022?
UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN grew by 21.4% during 2022, moving from $5M to $6M in total assets. Net income was $1M.
Where can I find official filings for UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931070304 or plan name at efast.dol.gov.
How does UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 931070304.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.