401(k) · DOL Form 5500 · 2023

Anthem Memory Care, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
845
Participants Near avg headcount
33rd
Percentile by assets National rank
$2,951
Avg per participant Low balance/head
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Official DOL plan name: Anthem Memory Care 401(k) Plan · Sponsored by Anthem Memory Care, LLC · Oregon · Healthcare & Social Assistance

$2M in assets, 845 participants

Anthem Memory Care, LLC's Anthem Memory Care 401(k) Plan reported $2M in total assets and 845 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,821 in Healthcare & Social Assistance (17,684 peers)

Anthem Memory Care, LLC multi-year trail

Anthem Memory Care, LLC's plans moved +18.1% in assets from 2022 to 2024; this filing shows Anthem Memory Care 401(k) Plan at $2M / 845 participants.

#5,821
in Healthcare & Social Assistance (17,684 peers)
+14.0%
assets growth YoY

Anthem Memory Care 401(k) Plan among the smaller filed plans by assets

Anthem Memory Care 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,493,641 33rd percentile higher than 33% 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

Anthem Memory Care 401(k) 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. Anthem Memory Care 401(k) Plan sits mid-pack in the medium band (845 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anthem Memory Care 401(k) Plan reported net income rose from -$246K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • Anthem Memory Care 401(k) Plan reported participants rose from 523 in the plan year 2022 filing to 845 in the plan year 2023 filing.
  • Anthem Memory Care 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800344051 · Anthem Memory Care, LLC PY 2023 · 401(k)

Anthem Memory Care 401(k) Plan · $2M · 845 · 33rd

  • EIN $2M
  • RANK 845
  • PHOTO 33rd
  • IND 401(k)
  • EOY near Burgmeier Hauling 401(k) Retirement Plan
  • 5500 ind #5821

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 →

Anthem Memory Care 401(k) Plan in the asset neighbourhood

Anthem Memory Care 401(k) PlanAnthem Memory Care 401(k) Pl…$2MBurgmeier Hauling 401(k) Retirement PlanBurgmeier Hauling 401(k) Ret…$2MNsoms Ltd Cash or Deferred Profit Sharing Plan and TrustNsoms Ltd Cash or Deferred P…$2MStandard Management Company, Inc. 401(k) Profit Sharing PlanStandard Management Company,…$2MHoly Cross Village 401(k) Retirement PlanHoly Cross Village 401(k) Re…$2M
End-of-year total assets ($M) among Anthem Memory Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Anthem Memory Care, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Anthem Memory Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.138543851404602% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.19M $2.58M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 523 $2M
2023 1 845 $2M
2024 1 699 $3M

Anthem Memory Care, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$306K
Employer EIN800344051
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Anthem Memory Care 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Anthem Memory Care 401(k) Plan, Total assets ($B): 0.002493641 · Participants: 845Anthem Memory Care 401(k) 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
Anthem Memory Care 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Anthem Memory Care 401(k) Plan side-by-side with 3 peers →

Anthem Memory Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Burgmeier Hauling 401(k) Retirement Plan in PA ($2M); by covered participants it is US Default Group LLC 401(k) Profit Sharing Plan & Trust in FL (845 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (845 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 Anthem Memory Care 401(k) Plan assets move in 2023? ▼
Anthem Memory Care 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $2M to $2M. Reported net income was $306K.
How have Anthem Memory Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthem Memory Care, LLC's sponsor-wide assets grew 18.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Anthem Memory Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burgmeier Hauling 401(k) Retirement Plan in PA ($2M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Anthem Memory Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is US Default Group LLC 401(k) Profit Sharing Plan & Trust in FL (845 participants, $3M 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 800344051.

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.