401(k) · DOL Form 5500 · 2023

Rogue Valley Physicians, P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
106
Participants Small participant base
73rd
Percentile by assets National rank
$192,643
Avg per participant Above avg balance/head
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Official DOL plan name: Rogue Valley Physicians, P.C. 401(k) Plan · Sponsored by Rogue Valley Physicians, P.C. · Oregon · Healthcare & Social Assistance

$20M in assets, 106 participants

Rogue Valley Physicians, P.C.'s Rogue Valley Physicians, P.C. 401(k) Plan reported $20M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,671 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Rogue Valley Physicians, P.C. 401(k) Plan covers 106 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $20M.

#13,671
in Healthcare & Social Assistance (17,684 peers)
+9.9%
assets growth YoY

Rogue Valley Physicians, P.C. 401(k) Plan's outsized position by total assets

Rogue Valley Physicians, P.C. 401(k) Plan vs every filed plan by assets

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

$20,420,179 Top 27% higher than 73% 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

Rogue Valley Physicians, P.C. 401(k) 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. Rogue Valley Physicians, P.C. 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rogue Valley Physicians, P.C. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rogue Valley Physicians, P.C. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Rogue Valley Physicians, P.C. 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 931276558 · Rogue Valley Physicians, P.C. PY 2023 · 401(k)

Rogue Valley Physicians, P.C. 401(k) Plan · $20M · 106 · 73rd

  • VS-ST $20M
  • VS-ST 106
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Origene Technologies, Inc. 401(k) Plan
  • VS-ST ind #13671

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 →

Rogue Valley Physicians, P.C. 401(k) Plan in the asset neighbourhood

Rogue Valley Physicians, P.C. 401(k) PlanRogue Valley Physicians, P.C…$20MOrigene Technologies, Inc. 401(k) PlanOrigene Technologies, Inc. 4…$20MSchepel Buick Gmc, Inc. 401(k) PlanSchepel Buick Gmc, Inc. 401(…$20MServ-U-Success 401(k) Savings PlanServ-U-Success 401(k) Saving…$20MUtah County Surgical Associates, LLC Retirement PlanUtah County Surgical Associa…$20M
End-of-year total assets ($M) among Rogue Valley Physicians, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN931276558
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogue Valley Physicians, P.C.)

Sponsor-wide plan assets over time

All Rogue Valley Physicians, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.764130897756745% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.6M $20M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 100 $19M
2023 1 106 $20M
2024 1 100 $20M

Nearby 401(k) Plans in Oregon

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

Rogue Valley Physicians, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Rogue Valley Physicians, P.C. 401(k) Plan, Total assets ($B): 0.020420179 · Participants: 106Rogue Valley Physicians, P.C. 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
Rogue Valley Physicians, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Rogue Valley Physicians, P.C. 401(k) Plan side-by-side with 3 peers →

Rogue Valley Physicians, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Origene Technologies, Inc. 401(k) Plan in MD ($20M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Rogue Valley Physicians, P.C. 401(k) Plan assets move in 2023? ▼
Rogue Valley Physicians, P.C. 401(k) Plan grew at a solid clip - up 9.9% during 2023, from $19M to $20M. Reported net income was $2M.
How have Rogue Valley Physicians, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogue Valley Physicians, P.C.'s sponsor-wide assets grew 7.8%, from $19M to $20M.
Which 401(k) plans are similar in size to Rogue Valley Physicians, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Origene Technologies, Inc. 401(k) Plan in MD ($20M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Rogue Valley Physicians, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 931276558.

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.