401(k) · DOL Form 5500 · 2023

Willamette Dental Group, P.C. 401(k) Plan

Data updated 2026-08-11

$161M
Total assets
1,309
Participants
94th
Percentile by assets
$123,190
Avg per participant
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Official DOL plan name: Willamette Dental Group, P.C. 401(k) Savings Plan · Sponsored by Willamette Dental Group, P.C. · Oregon · Healthcare & Social Assistance

$161M in assets, 1,309 participants

Willamette Dental Group, P.C.'s Willamette Dental Group, P.C. 401(k) Savings Plan reported $161M in total assets and 1,309 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #16,732 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Willamette Dental Group, P.C. 401(k) Savings Plan covers 1,309 participants in Oregon, 3.0x the typical Oregon plan (state average ~443 per filing). Assets: $161M.

$161M
total plan assets (2023 EOY)
1,309
covered participants
94th
percentile by assets (of 127,072 plans)
$123,190
avg assets per participant

Where Willamette Dental Group, P.C. 401(k) Savings Plan sits by total assets

Willamette Dental Group, P.C. 401(k) Savings Plan vs every filed plan by assets

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

$161,256,194 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willamette Dental Group, P.C. 401(k) Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Willamette Dental Group, P.C. 401(k) Savings Plan end-of-year assets rose from $134M in the plan year 2022 filing to $161M in the plan year 2023 filing.
  • Willamette Dental Group, P.C. 401(k) Savings Plan reported participants fell from 1,476 in the plan year 2022 filing to 1,309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oregon
Industry
Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Willamette Dental Group, P.C. 401(k) Savings Plan reports 1,309 participants - 3.0x that state average ($161M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$161M
Net Income$27M
Employer EIN930699253
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Dental Group, P.C.)

$120M$140M$160M$180M$200M 202220232024 $134M $182M ▲ +35.6%
Total plan assets by year, all Willamette Dental Group, P.C. plans on file
Year Plans Participants Total Assets
2022 1 1,476 $134M
2023 1 1,309 $161M
2024 1 1,239 $182M

Nearby 401(k) Plans in Oregon

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

Willamette Dental Group, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Willamette Dental Group, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Willamette Dental Gr…401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Willamette Dental Group, P.C. 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Willamette Dental Group, P.C. 401(k) Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Willamette Dental Group, P.C. 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Willamette Dental Group, P.C. 401(k) Savings Plan assets move in 2023? ▼
Willamette Dental Group, P.C. 401(k) Savings Plan grew sharply - up 20.1% during 2023, from $134M to $161M. Reported net income was $27M.
How have Willamette Dental Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Dental Group, P.C.'s sponsor-wide assets grew 35.6%, from $134M to $182M.
Where does Willamette Dental Group, P.C. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Willamette Dental Group, P.C. 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Willamette Dental Group, P.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ars Employee 401(k) Plan in TN ($161M, 5,391 participants).

Next read for Willamette Dental Group, P.C. 401(k) Sav…

Filing takeaways

Ways to act on Willamette Dental Group, P.C. 401(k) Savings Plan's numbers.

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 930699253.

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.