401(k) · DOL Form 5500 · 2023

Avamere Health Services, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
5,213
Participants Above avg headcount
84th
Percentile by assets National rank
$8,131
Avg per participant Low balance/head
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Official DOL plan name: Avamere Health Services 401(k) Plan · Sponsored by Avamere Health Services, LLC · Oregon · Healthcare & Social Assistance

$42M in assets, 5,213 participants

Avamere Health Services, LLC's Avamere Health Services 401(k) Plan reported $42M in total assets and 5,213 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,235 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Avamere Health Services 401(k) Plan covers 5,213 participants in Oregon, 12x the typical Oregon plan (state average ~443 per filing). Assets: $42M.

#15,235
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$42,385,445 Top 16% higher than 84% 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

Avamere Health Services 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avamere Health Services 401(k) Plan lands in the large band (5,213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avamere Health Services 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Avamere Health Services 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Avamere Health Services 401(k) Plan reported participants fell from 5,265 in the plan year 2022 filing to 5,213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208027608 · Avamere Health Services, LLC PY 2023 · 401(k)

Avamere Health Services 401(k) Plan · $42M · 5,213 · 84th

  • VS-ST $42M
  • BOY 5,213
  • SCH 84th
  • EBSA 401(k)
  • PART near Nyx, Inc. & Affiliates 401(k) Plan
  • TYPE ind #15235

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 →

Avamere Health Services 401(k) Plan in the asset neighbourhood

Avamere Health Services 401(k) PlanAvamere Health Services 401(…$42MNyx, Inc. & Affiliates 401(k) PlanNyx, Inc. & Affiliates 401(k…$42MMadison / Standard Electric 401(k) PlanMadison / Standard Electric …$42MChartwell Law Offices, L.L.P. 401(k) Profit Sharing PlanChartwell Law Offices, L.L.P…$42MLoop Capital Markets, LLC 401(k) Plan & TrustLoop Capital Markets, LLC 40…$42M
End-of-year total assets ($M) among Avamere Health Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN208027608
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avamere Health Services, LLC)

Sponsor-wide plan assets over time

All Avamere Health Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 7.04008617019073% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.8M $32.3M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 5,265 $35M
2023 1 5,213 $42M
2024 1 7,651 $32M

Nearby 401(k) Plans in Oregon

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

Avamere Health Services 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Avamere Health Services 401(k) Plan, Total assets ($B): 0.042385445 · Participants: 5213Avamere Health Services 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
Avamere Health Services 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Avamere Health Services 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Nyx, Inc. & Affiliates 401(k) Plan in MI ($42M); by covered participants it is American Bath Group 401(k) Plan in TN (5,212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,213 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 Avamere Health Services 401(k) Plan assets move in 2023? ▼
Avamere Health Services 401(k) Plan grew sharply - up 21.9% during 2023, from $35M to $42M. Reported net income was $8M.
How have Avamere Health Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avamere Health Services, LLC's sponsor-wide assets declined 7.0%, from $35M to $32M.
Where does Avamere Health Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Avamere Health Services 401(k) Plan ranks in the 84th 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 Avamere Health Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nyx, Inc. & Affiliates 401(k) Plan in MI ($42M, 2,925 participants).
Which 401(k) plans cover a similar participant headcount to Avamere Health Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bath Group 401(k) Plan in TN (5,212 participants, $122M 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 208027608.

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.