Profit Sharing · DOL Form 5500 · 2023

Willamette Family, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
221
Participants Below avg headcount
33rd
Percentile by assets National rank
$10,789
Avg per participant Low balance/head
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Official DOL plan name: Willamette Family, Inc. 403b Retirement Plan · Sponsored by Willamette Family, Inc. · Oregon · Healthcare & Social Assistance

$2M in assets, 221 participants

Willamette Family, Inc.'s Willamette Family, Inc. 403b Retirement Plan reported $2M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,690 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Willamette Family, Inc. 403b Retirement Plan covers 221 participants in Oregon, about 50% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#5,690
in Healthcare & Social Assistance (17,684 peers)
+25.6%
assets growth YoY

Willamette Family, Inc. 403b Retirement Plan among the smaller filed plans by assets

Willamette Family, Inc. 403b Retirement Plan vs every filed plan by assets

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

$2,384,272 33rd percentile higher than 33% 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

Willamette Family, Inc. 403b 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. Willamette Family, Inc. 403b Retirement Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willamette Family, Inc. 403b Retirement Plan reported net income rose from -$181K in the plan year 2022 filing to $486K in the plan year 2023 filing.
  • Willamette Family, Inc. 403b Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Willamette Family, Inc. 403b Retirement Plan reported participants fell from 248 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930569684 · Willamette Family, Inc. PY 2023 · Profit Sharing

Willamette Family, Inc. 403b Retirement Plan · $2M · 221 · 33rd

  • EIN $2M
  • RANK 221
  • PHOTO 33rd
  • IND Profit Sharing
  • EOY near Werner Properties, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #5690

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 →

Willamette Family, Inc. 403b Retirement Plan in the asset neighbourhood

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret PlanCorp De Servicios Medico Pri…$2MWillamette Family, Inc. 403b Retirement PlanWillamette Family, Inc. 403b…$2MWerner Properties, Inc. 401(k) Profit Sharing PlanWerner Properties, Inc. 401(…$2MKleinman, Guerra & Co P.C. Profit Sharing PlanKleinman, Guerra & Co P.C. P…$2MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$2M
End-of-year total assets ($M) among Willamette Family, Inc. 403b Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$486K
Employer EIN930569684
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Family, Inc.)

Sponsor-wide plan assets over time

All Willamette Family, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.43136021378755% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.9M $2.74M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 248 $2M
2023 1 221 $2M
2024 1 208 $3M

Nearby Profit Sharing Plans in Oregon

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

Willamette Family, Inc. 403b Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Willamette Family, Inc. 403b Retirement Plan, Total assets ($M): 2.384272 · Participants: 221Willamette Family, Inc. 403b Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Willamette Family, Inc. 403b Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Willamette Family, Inc. 403b Retirement Plan side-by-side with 3 peers →

Willamette Family, Inc. 403b Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Werner Properties, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Cedar Crest 403(b) Plan in WI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Willamette Family, Inc. 403b Retirement Plan assets move in 2023? ▼
Willamette Family, Inc. 403b Retirement Plan grew sharply - up 25.6% during 2023, from $2M to $2M. Reported net income was $486K.
How have Willamette Family, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Family, Inc.'s sponsor-wide assets grew 44.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Willamette Family, Inc. 403b Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Werner Properties, Inc. 401(k) Profit Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Willamette Family, Inc. 403b Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cedar Crest 403(b) Plan in WI (221 participants, $5M 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 930569684.

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.