401(k) · DOL Form 5500 · 2023

Willamette Valley Hospice, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
112
Participants Small participant base
52nd
Percentile by assets National rank
$66,971
Avg per participant Below avg 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

$8M in assets, 112 participants

Willamette Valley Hospice, Inc.'s Willamette Valley Hospice 401(k) Retirement Plan reported $8M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,226 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Willamette Valley Hospice 401(k) Retirement Plan covers 112 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $8M.

#10,226
in Healthcare & Social Assistance (17,684 peers)
+24.7%
assets growth YoY

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 2023 · DOL Form 5500

$7,500,715 Top 48% higher than 52% of 127,068 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 2023

Willamette Valley Hospice 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 Valley Hospice 401(k) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willamette Valley Hospice 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 Valley Hospice 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Willamette Valley Hospice 401(k) Retirement Plan reported participants fell from 122 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930738493 · Willamette Valley Hospice, Inc. PY 2023 · 401(k)

Willamette Valley Hospice 401(k) Retirement Plan · $8M · 112 · 52nd

  • NET $8M
  • NET 112
  • NET 52nd
  • NET 401(k)
  • NET near Clark's Pump N' Shop, Inc. 401(k) Plan
  • NET ind #10226

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…$8MClark's Pump N' Shop, Inc. 401(k) PlanClark's Pump N' Shop, Inc. 4…$8MOur House, Inc. 401(k) Retirement PlanOur House, Inc. 401(k) Retir…$8MMhz Marketing, Inc. 401(k) Profit Sharing Plan & TrustMhz Marketing, Inc. 401(k) P…$8MXtant Medical 401(k) Plan$8M
End-of-year total assets ($M) among Willamette Valley Hospice 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
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. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Willamette Valley Hospice 401(k) Retirement Plan, Total assets ($B): 0.007500715 · Participants: 112Willamette Valley Hospice 401(k) Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp 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 Clark's Pump N' Shop, Inc. 401(k) Plan in KY ($8M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Willamette Valley Hospice 401(k) Retirement Plan grew sharply - up 24.7% during 2023, from $6M to $8M. Reported net income was $1M.
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 Clark's Pump N' Shop, Inc. 401(k) Plan in KY ($8M, 355 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 A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.