401(k) · DOL Form 5500 · 2023

Atrio Health Plans, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
116
Participants Small participant base
48th
Percentile by assets National rank
$51,680
Avg per participant Low balance/head
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Official DOL plan name: Atrio Health Plans, Inc. Employee Savings Plan · Sponsored by Atrio Health Plans, Inc. · Oregon · Finance & Insurance

$6M in assets, 116 participants

Atrio Health Plans, Inc.'s Atrio Health Plans, Inc. Employee Savings Plan reported $6M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,041 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Atrio Health Plans, Inc. Employee Savings Plan covers 116 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#3,041
in Finance & Insurance (8,869 peers)
+65.3%
assets growth YoY

Atrio Health Plans, Inc. Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Atrio Health Plans, Inc. Employee Savings Plan vs every filed plan by assets

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

$5,994,827 48th percentile higher than 48% 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

Atrio Health Plans, Inc. Employee Savings 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. Atrio Health Plans, Inc. Employee Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atrio Health Plans, Inc. Employee Savings Plan reported net income rose from $64K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Atrio Health Plans, Inc. Employee Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Atrio Health Plans, Inc. Employee Savings Plan reported participants rose from 98 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 432071108 · Atrio Health Plans, Inc. PY 2023 · 401(k)

Atrio Health Plans, Inc. Employee Savings Plan · $6M · 116 · 48th

  • IND $6M
  • EOY 116
  • 5500 48th
  • ASSETS 401(k)
  • PCT near Vengroff Williams, Inc. 401(k) Profit Sharing Plan
  • EIN ind #3041

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 Finance & Insurance retirement plans → · Plans in Oregon →

Atrio Health Plans, Inc. Employee Savings Plan in the asset neighbourhood

The Facilities Group 401(k) PlanThe Facilities Group 401(k) …$6MUmbra Cuscinetti, Inc. 401(k) PlanUmbra Cuscinetti, Inc. 401(k…$6MAtrio Health Plans, Inc. Employee Savings PlanAtrio Health Plans, Inc. Emp…$6MVengroff Williams, Inc. 401(k) Profit Sharing PlanVengroff Williams, Inc. 401(…$6MTrachte Building Systems, Inc. 401(k) Employee Retirement PlanTrachte Building Systems, In…$6M
End-of-year total assets ($M) among Atrio Health Plans, Inc. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN432071108
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atrio Health Plans, Inc.)

Sponsor-wide plan assets over time

All Atrio Health Plans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 95.68287025229463% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.63M $7.1M ▲ +95.6%
Year Plans Participants Total Assets
2022 1 98 $4M
2023 1 116 $6M
2024 1 133 $7M

Nearby 401(k) Plans in Oregon

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

Atrio Health Plans, Inc. Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Atrio Health Plans, Inc. Employee Savings Plan, Total assets ($B): 0.005994827 · Participants: 116Atrio Health Plans, Inc. Employee Savings 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
Atrio Health Plans, Inc. Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Atrio Health Plans, Inc. Employee Savings Plan side-by-side with 3 peers →

Atrio Health Plans, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Vengroff Williams, Inc. 401(k) Profit Sharing Plan in FL ($6M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Atrio Health Plans, Inc. Employee Savings Plan assets move in 2023? ▼
Atrio Health Plans, Inc. Employee Savings Plan surged - up 65.3% during 2023, from $4M to $6M. Reported net income was $2M.
How have Atrio Health Plans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atrio Health Plans, Inc.'s sponsor-wide assets grew 95.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Atrio Health Plans, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vengroff Williams, Inc. 401(k) Profit Sharing Plan in FL ($6M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Atrio Health Plans, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 432071108.

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.