401(k) · DOL Form 5500 · 2023

Allcare Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
300
Participants Below avg headcount
68th
Percentile by assets National rank
$51,657
Avg per participant Low balance/head
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Official DOL plan name: Allcare Health 401(k) Plan · Sponsored by Allcare Management Services, LLC · Oregon · Finance & Insurance

$15M in assets, 300 participants

Allcare Management Services, LLC's Allcare Health 401(k) Plan reported $15M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,711 in Finance & Insurance (8,869 peers)

Allcare Management Services, LLC multi-year trail

Allcare Management Services, LLC's plans moved +37.0% in assets from 2022 to 2024; this filing shows Allcare Health 401(k) Plan at $15M / 300 participants.

#4,711
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY

Allcare Health 401(k) Plan's outsized position by total assets

Allcare Health 401(k) Plan vs every filed plan by assets

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

$15,496,969 Top 32% higher than 68% 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

Allcare Health 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. Allcare Health 401(k) Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allcare Health 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allcare Health 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Allcare Health 401(k) Plan reported participants rose from 265 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261601041 · Allcare Management Services, LLC PY 2023 · 401(k)

Allcare Health 401(k) Plan · $15M · 300 · 68th

  • 5500 $15M
  • ASSETS 300
  • PCT 68th
  • EIN 401(k)
  • RANK near Lula-Westfield, L.L.C. Savings Plan
  • PHOTO ind #4711

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 Finance & Insurance retirement plans → · Plans in Oregon →

Allcare Health 401(k) Plan in the asset neighbourhood

Allcare Health 401(k) Plan$15MLula-Westfield, L.L.C. Savings PlanLula-Westfield, L.L.C. Savin…$15MAmerican Constructors, LLC 401(k) Profit Sharing PlanAmerican Constructors, LLC 4…$15MTela Bio, Inc. 401(k) Plan$15MFrontenac Company 401(k) Plan$15M
End-of-year total assets ($M) among Allcare Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allcare Management Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Allcare Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 37.0403582717305% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $17.2M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 265 $13M
2023 1 300 $15M
2024 1 353 $17M

Allcare Management Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN261601041
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Allcare Health 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Allcare Health 401(k) Plan, Total assets ($B): 0.015496969 · Participants: 300Allcare Health 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
Allcare Health 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Allcare Health 401(k) Plan side-by-side with 3 peers →

Allcare Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Lula-Westfield, L.L.C. Savings Plan in LA ($15M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Allcare Health 401(k) Plan assets move in 2023? ▼
Allcare Health 401(k) Plan grew sharply - up 23.7% during 2023, from $13M to $15M. Reported net income was $3M.
How have Allcare Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allcare Management Services, LLC's sponsor-wide assets grew 37.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Allcare Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lula-Westfield, L.L.C. Savings Plan in LA ($15M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Allcare Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 261601041.

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.