Defined Benefit (Pension) · DOL Form 5500 · 2023
The Oregon Clinic, P.C. Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $54,566
- Avg per participant Low balance/head
Official DOL plan name: The Oregon Clinic, P.C. Cash Balance Plan · Sponsored by The Oregon Clinic, P.C. · Oregon · Healthcare & Social Assistance
$10M in assets, 186 participants
The Oregon Clinic, P.C.'s The Oregon Clinic, P.C. Cash Balance Plan reported $10M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,408 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
The Oregon Clinic, P.C. Cash Balance Plan covers 186 participants in Oregon, about 42% of the average Oregon filer (state average ~443 per filing). Assets: $10M.
- #11,408
- in Healthcare & Social Assistance (17,684 peers)
- $10M
- reported net income
The Oregon Clinic, P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Oregon Clinic, P.C. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,149,204 Top 41% higher than 59% 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
The Oregon Clinic, P.C. Cash Balance 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. The Oregon Clinic, P.C. Cash Balance Plan sits mid-pack in the medium band (186 participants).
DOL schedule card
Filing strip 931127856 · The Oregon Clinic, P.C. PY 2023 · Defined Benefit (Pension)
The Oregon Clinic, P.C. Cash Balance Plan · $10M · 186 · 59th
- IND $10M
- EOY 186
- 5500 59th
- ASSETS Defined Benefit (Pension)
- PCT near Novelis Warren Hourly Pension Plan
- EIN ind #11408
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 →
The Oregon Clinic, P.C. Cash Balance Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $10M |
| Employer EIN | 931127856 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oregon Clinic, P.C.)
Sponsor-wide plan assets over time
All The Oregon Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $381M 46.57556617389532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,169 | $260M |
| 2023 | 2 | 1,406 | $323M |
| 2024 | 2 | 1,519 | $381M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
The Oregon Clinic, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Novelis Warren Hourly Pension Plan in GA ($10M); by covered participants it is Mw Manufacturers Inc Retirement Plan in NC (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Novelis Warren Hourly Pension Plan (GA) $10M · 26
- Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. (IL) $10M · 19
- Defined Benefit Pension Plan of Wisconsin Community Services, Inc. (WI) $10M · 27
- Holland Neway UAW Retirement Income Plan (MI) $10M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (186 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.