Profit Sharing · DOL Form 5500 · 2022

James R. Willcox, D.M.D., P.C Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
56th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan · Sponsored by James R. Willcox, D.M.D., P.C · Oregon · Healthcare & Social Assistance

$7M in assets, 5 participants

James R. Willcox, D.M.D., P.C's James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan reported $7M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,528 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan pulled back noticeably 10.6% in 2022 ($7M → $7M) for 5 participants.

#12,528
in Healthcare & Social Assistance (20,060 peers)
-10.6%
assets change YoY

The plan reported a net loss of $787K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,669,246 Top 44% higher than 56% of 139,123 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 2022

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 930638900 · James R. Willcox, D.M.D., P.C PY 2022 · Profit Sharing

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan · $7M · 5 · 56th

  • TYPE $7M
  • NET 5
  • BOOK 56th
  • VS-ST Profit Sharing
  • BOY near Universidad Carlos Albizu Savings & Investment Plan
  • SCH ind #12528

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 →

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan in the asset neighbourhood

Oak Clinic Profit Sharing PlanOak Clinic Profit Sharing Pl…$7MJames R. Willcox, Dmd, PC Profit Sharing and 401(k) PlanJames R. Willcox, Dmd, PC Pr…$7MUniversidad Carlos Albizu Savings & Investment PlanUniversidad Carlos Albizu Sa…$7MSeacrest Country Day School Defined Contribution Retirement PlanSeacrest Country Day School …$7MOllie Stuckmeyer Insurance Agency Inc Profit Sharing PlanOllie Stuckmeyer Insurance A…$7M
End-of-year total assets ($M) among James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James R. Willcox, D.M.D., P.C years around the 2022 move

Sponsor-wide plan assets over time

All James R. Willcox, D.M.D., P.C plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.5707991578058449% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M 202220232024 $6.67M $6.71M ▲ +0.6%
Year Plans Participants Total Assets
2022 1 5 $7M
2023 1 5 $6M
2024 1 5 $7M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$787K
Employer EIN930638900
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan, Total assets ($M): 6.669246 · Participants: 5James R. Willcox, Dmd, PC Profit Sharing and 401(k) PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan side-by-side with 3 peers →

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Universidad Carlos Albizu Savings & Investment Plan in PR ($7M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan assets move in 2022? ▼
James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $7M to $7M. Reported net income was -$787K.
How have James R. Willcox, D.M.D., P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Willcox, D.M.D., P.C's sponsor-wide assets grew 0.6%, from $7M to $7M.
Which Profit Sharing plans are similar in size to James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Universidad Carlos Albizu Savings & Investment Plan in PR ($7M, 511 participants).
Which Profit Sharing plans cover a similar participant headcount to James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930638900.

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.