401(k) · DOL Form 5500 · 2023
Umpqua Health, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $99,588
- Avg per participant Below avg balance/head
Official DOL plan name: Umpqua Health and Affiliated Companies Employee Savings Plan · Sponsored by Umpqua Health, LLC · Oregon · Healthcare & Social Assistance
$15M in assets, 147 participants
Umpqua Health, LLC's Umpqua Health and Affiliated Companies Employee Savings Plan reported $15M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,690 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Umpqua Health and Affiliated Companies Employee Savings Plan covers 147 participants in Oregon, about 33% of the average Oregon filer (state average ~443 per filing). Assets: $15M.
- #12,690
- in Healthcare & Social Assistance (17,684 peers)
- +19.0%
- assets growth YoY
Umpqua Health and Affiliated Companies Employee Savings Plan's outsized position by total assets
Umpqua Health and Affiliated Companies Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,639,383 Top 33% higher than 67% 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
Umpqua Health and Affiliated Companies Employee Savings 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. Umpqua Health and Affiliated Companies Employee Savings Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Umpqua Health and Affiliated Companies Employee Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Umpqua Health and Affiliated Companies Employee Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Umpqua Health and Affiliated Companies Employee Savings Plan reported participants rose from 135 in the plan year 2022 filing to 147 in the plan year 2023 filing.
DOL schedule card
Filing strip 461250214 · Umpqua Health, LLC PY 2023 · 401(k)
Umpqua Health and Affiliated Companies Employee Savings Plan · $15M · 147 · 67th
- PCT $15M
- PCT 147
- PCT 67th
- PCT 401(k)
- PCT near Central Coast Pediatric Dental Group Profit Sharing 401(k) Plan
- PCT ind #12690
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 →
Umpqua Health and Affiliated Companies Employee Savings Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 461250214 |
| Plan Effective Date | 2008-12-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umpqua Health, LLC)
Sponsor-wide plan assets over time
All Umpqua Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 20.94727408778397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $12M |
| 2023 | 1 | 147 | $15M |
| 2024 | 1 | 271 | $15M |
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
Umpqua Health and Affiliated Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Central Coast Pediatric Dental Group Profit Sharing 401(k) Plan in CA ($15M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Central Coast Pediatric Dental Group Profit Sharing 401(k) Plan (CA) $15M · 80
- Valco 401(k) Plan (PA) $15M · 194
- Boston Interiors Home Furnishings 401(k) Plan (MA) $15M · 105
- Css Farms, LLC 401(k) Plan (NE) $15M · 330
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.