401(k) · DOL Form 5500 · 2023
Willamette View, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $40,359
- Avg per participant Low balance/head
Official DOL plan name: Willamette View, Inc. 401(k) Retirement Plan · Sponsored by Willamette View, Inc. · Oregon · Healthcare & Social Assistance
$9M in assets, 231 participants
Willamette View, Inc.'s Willamette View, Inc. 401(k) Retirement Plan reported $9M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,096 in Healthcare & Social Assistance (17,684 peers)
Willamette View, Inc. multi-year trail
Willamette View, Inc.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Willamette View, Inc. 401(k) Retirement Plan at $9M / 231 participants.
- #11,096
- in Healthcare & Social Assistance (17,684 peers)
- +12.1%
- assets growth YoY
Willamette View, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Willamette View, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,322,943 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Willamette View, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willamette View, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Willamette View, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Willamette View, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Willamette View, Inc. 401(k) Retirement Plan reported participants fell from 255 in the plan year 2022 filing to 231 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930463816 · Willamette View, Inc. PY 2023 · 401(k)
Willamette View, Inc. 401(k) Retirement Plan · $9M · 231 · 57th
- SCH $9M
- EBSA 231
- PART 57th
- TYPE 401(k)
- NET near Eko Devices 401(k) Plan
- BOOK ind #11096
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 View, Inc. 401(k) Retirement Plan in the asset neighbourhood
Willamette View, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Willamette View, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 31.75373997659829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $8M |
| 2023 | 1 | 231 | $9M |
| 2024 | 1 | 240 | $11M |
Willamette View, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 930463816 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
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. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Willamette View, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Eko Devices 401(k) Plan in CA ($9M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Teacher Synergy LLC 401(k) Plan (NY) 231 · 0 off
- Duferco Steel LLC Savings Plan (TX) 231 · 0 off
- Reelcraft 401(k) Plan (IN) 231 · 0 off
- North State Electrical Contractors, Inc. 401(k) Plan (CA) 231 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.