401(k) · DOL Form 5500 · 2023

Willamette Orthopedic Group, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
171
Participants Small participant base
75th
Percentile by assets National rank
$132,815
Avg per participant Near avg balance/head
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Official DOL plan name: Hope Orthopedics of Oregon 401(k) Profit Sharing Plan · Sponsored by Willamette Orthopedic Group, LLC · Oregon · Healthcare & Social Assistance

$23M in assets, 171 participants

Willamette Orthopedic Group, LLC's Hope Orthopedics of Oregon 401(k) Profit Sharing Plan reported $23M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,942 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $23M.

#13,942
in Healthcare & Social Assistance (17,684 peers)
-11.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan's outsized position by total assets

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,711,432 Top 25% higher than 75% 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

Hope Orthopedics of Oregon 401(k) Profit Sharing 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. Hope Orthopedics of Oregon 401(k) Profit Sharing Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hope Orthopedics of Oregon 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Hope Orthopedics of Oregon 401(k) Profit Sharing Plan end-of-year assets fell from $26M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203530156 · Willamette Orthopedic Group, LLC PY 2023 · 401(k)

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan · $23M · 171 · 75th

  • PART $23M
  • TYPE 171
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Progressive Machine & Design, LLC 401(k) Plan
  • BOY ind #13942

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 →

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan in the asset neighbourhood

Hope Orthopedics of Oregon 401(k) Profit Sharing PlanHope Orthopedics of Oregon 4…$23MProgressive Machine & Design, LLC 401(k) PlanProgressive Machine & Design…$23MHomeowners Financial Group 401(k) PlanHomeowners Financial Group 4…$23MNye Lubricants, Inc. 401(k) PlanNye Lubricants, Inc. 401(k) …$23MPortfolio 401(k) Plan$23M
End-of-year total assets ($M) among Hope Orthopedics of Oregon 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN203530156
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Orthopedic Group, LLC)

Sponsor-wide plan assets over time

All Willamette Orthopedic Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $25.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 170 $26M
2023 1 171 $23M
2024 1 160 N/A

Nearby 401(k) Plans in Oregon

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

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Hope Orthopedics of Oregon 401(k) Profit Sharing Plan, Total assets ($B): 0.022711432 · Participants: 171Hope Orthopedics of Oregon 401(k) Profit Sharing 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
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Hope Orthopedics of Oregon 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Progressive Machine & Design, LLC 401(k) Plan in NY ($23M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Hope Orthopedics of Oregon 401(k) Profit Sharing Plan assets move in 2023? ▼
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan pulled back noticeably - down 11.0% during 2023, from $26M to $23M. Reported net income was -$3M.
Where does Hope Orthopedics of Oregon 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hope Orthopedics of Oregon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Progressive Machine & Design, LLC 401(k) Plan in NY ($23M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Hope Orthopedics of Oregon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 203530156.

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.