401(k) · DOL Form 5500 · 2023

Bend Memorial Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
156
Participants Small participant base
86th
Percentile by assets National rank
$348,131
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bend Memorial Clinic, P.C. 401(k) Retirement Plan · Sponsored by Bend Memorial Clinic, P.C. · Oregon · Healthcare & Social Assistance

$54M in assets, 156 participants

Bend Memorial Clinic, P.C.'s Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported $54M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,651 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Bend Memorial Clinic, P.C. 401(k) Retirement Plan covers 156 participants in Oregon, about 35% of the average Oregon filer (state average ~443 per filing). Assets: $54M.

#15,651
in Healthcare & Social Assistance (17,684 peers)
+26.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bend Memorial Clinic, P.C. 401(k) Retirement Plan's outsized position by total assets

Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$54,308,366 Top 14% higher than 86% 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

Bend Memorial Clinic, P.C. 401(k) Retirement 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. Bend Memorial Clinic, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bend Memorial Clinic, P.C. 401(k) Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported participants rose from 139 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680637976 · Bend Memorial Clinic, P.C. PY 2023 · 401(k)

Bend Memorial Clinic, P.C. 401(k) Retirement Plan · $54M · 156 · 86th

  • ASSETS $54M
  • ASSETS 156
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Caddell Construction Retirement Plan
  • ASSETS ind #15651

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 →

Bend Memorial Clinic, P.C. 401(k) Retirement Plan in the asset neighbourhood

Tops Markets, LLC 401(k) Savings Plan for Union AssociatesTops Markets, LLC 401(k) Sav…$54MSitecore USA, Inc. 401(k) Plan & TrustSitecore USA, Inc. 401(k) Pl…$54MBend Memorial Clinic, P.C. 401(k) Retirement PlanBend Memorial Clinic, P.C. 4…$54MCaddell Construction Retirement PlanCaddell Construction Retirem…$54MRigel Pharmaceuticals Inc. 401(k) PlanRigel Pharmaceuticals Inc. 4…$54M
End-of-year total assets ($M) among Bend Memorial Clinic, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$54M
Net Income$11M
Employer EIN680637976
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bend Memorial Clinic, P.C.)

Sponsor-wide plan assets over time

All Bend Memorial Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 44.37989474457629% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.9M $61.9M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 139 $43M
2023 1 156 $54M
2024 1 169 $62M

Nearby 401(k) Plans in Oregon

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

Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bend Memorial Clinic, P.C. 401(k) Retirement Plan, Total assets ($B): 0.054308366 · Participants: 156Bend Memorial Clinic, P.C. 401(k) Retirement 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
Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bend Memorial Clinic, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Bend Memorial Clinic, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Caddell Construction Retirement Plan in AL ($54M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Bend Memorial Clinic, P.C. 401(k) Retirement Plan assets move in 2023? ▼
Bend Memorial Clinic, P.C. 401(k) Retirement Plan grew sharply - up 26.6% during 2023, from $43M to $54M. Reported net income was $11M.
How have Bend Memorial Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bend Memorial Clinic, P.C.'s sponsor-wide assets grew 44.4%, from $43M to $62M.
Where does Bend Memorial Clinic, P.C. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bend Memorial Clinic, P.C. 401(k) Retirement Plan ranks in the 86th 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 Bend Memorial Clinic, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caddell Construction Retirement Plan in AL ($54M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Bend Memorial Clinic, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 680637976.

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.