401(k) · DOL Form 5500 · 2024
Willamette Orthopedic Group, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 160
- Participants Small participant base
Official DOL plan name: Hope Orthopedics of Oregon 401(k) Profit Sharing Plan · Sponsored by Willamette Orthopedic Group, LLC · Oregon · Healthcare & Social Assistance
N/A in assets, 160 participants
Willamette Orthopedic Group, LLC's Hope Orthopedics of Oregon 401(k) Profit Sharing Plan reported N/A in total assets and 160 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Oregon
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan covers 160 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: N/A.
- -$23M
- reported net income
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hope Orthopedics of Oregon 401(k) Profit Sharing Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hope Orthopedics of Oregon 401(k) Profit Sharing Plan reported net income fell from -$3M in the plan year 2023 filing to -$23M in the plan year 2024 filing.
- Hope Orthopedics of Oregon 401(k) Profit Sharing Plan reported participants fell from 171 in the plan year 2023 filing to 160 in the plan year 2024 filing.
DOL schedule card
Filing strip 203530156 · Willamette Orthopedic Group, LLC PY 2024 · 401(k)
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan · N/A · 160
- 5500 N/A
- 5500 160
- 5500 PY 2024
- 5500 401(k)
- 5500 near Battlefield Farms, Inc. Profit Sharing Plan
- 5500 -$23M
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 →
Oregon filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$23M |
| Employer EIN | 203530156 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willamette Orthopedic Group, LLC)
Sponsor-wide plan assets over time
All Willamette Orthopedic Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $26M |
| 2023 | 1 | 171 | $23M |
| 2024 | 1 | 160 | N/A |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Oregon, the nearest 401(k) by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants; this filing: 160 participants).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Battlefield Farms, Inc. Profit Sharing Plan (VA) 160 · 0 off
- Precision International Automotive Products Inc. 401 (K) Plan (NY) 160 · 0 off
- Imprint Payments 401(k) Plan (NY) 160 · 0 off
- Park Financial Group 401(k) Profit Sharing Plan (MN) 160 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.