401(k) · DOL Form 5500 · 2024

David E Bilstrom Md PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: David E Bilstrom Md PC Profit Sharing Plan · Sponsored by David E Bilstrom Md PC · Oregon · Healthcare & Social Assistance

$6M in assets, 2 participants

David E Bilstrom Md PC's David E Bilstrom Md PC Profit Sharing Plan reported $6M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,589 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

David E Bilstrom Md PC Profit Sharing Plan holds $6M for 2 participants - about $3.2M per participant, in the lower half of filed plans by assets.

#8,589
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY

David E Bilstrom Md PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David E Bilstrom Md PC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,410,361 47th percentile higher than 47% of 123,620 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 2024

David E Bilstrom Md PC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David E Bilstrom Md PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David E Bilstrom Md PC Profit Sharing Plan reported net income rose from -$478K in the plan year 2023 filing to $398K in the plan year 2024 filing.
  • David E Bilstrom Md PC Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • David E Bilstrom Md PC Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930752573 · David E Bilstrom Md PC PY 2024 · 401(k)

David E Bilstrom Md PC Profit Sharing Plan · $6M · 2 · 47th

  • VS-ST $6M
  • BOY 2
  • SCH 47th
  • EBSA 401(k)
  • PART near Manor Motorcar Company 401(k) Plan
  • TYPE ind #8589

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 →

David E Bilstrom Md PC Profit Sharing Plan in the asset neighbourhood

David E Bilstrom Md PC Profit Sharing PlanDavid E Bilstrom Md PC Profi…$6MManor Motorcar Company 401(k) PlanManor Motorcar Company 401(k…$6MLeaderstat LLC 401 K Profit Sharing Plan and TrustLeaderstat LLC 401 K Profit …$6MS.L. Williamson Co., Inc 401(k) Retirement PlanS.L. Williamson Co., Inc 401…$6MQuantum 401(k) Plan$6M
End-of-year total assets ($M) among David E Bilstrom Md PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$398K
Employer EIN930752573
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David E Bilstrom Md PC)

Sponsor-wide plan assets over time

All David E Bilstrom Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.2243028153648732% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M 202220232024 $6.49M $6.41M ▼ -1.2%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $6M
2024 1 2 $6M

Nearby 401(k) Plans in Oregon

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

David E Bilstrom Md PC Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants David E Bilstrom Md PC Profit Sharing Plan, Total assets ($B): 0.006410361 · Participants: 2David E Bilstrom Md PC Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
David E Bilstrom Md PC Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

David E Bilstrom Md PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Manor Motorcar Company 401(k) Plan in MI ($6M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David E Bilstrom Md PC Profit Sharing Plan assets move in 2024?
David E Bilstrom Md PC Profit Sharing Plan grew at a solid clip - up 6.6% during 2024, from $6M to $6M. Reported net income was $398K.
How have David E Bilstrom Md PC plan assets changed over time?
Across 3 plan years on file (2022-2024), David E Bilstrom Md PC's sponsor-wide assets declined 1.2%, from $6M to $6M.
Which 401(k) plans are similar in size to David E Bilstrom Md PC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Manor Motorcar Company 401(k) Plan in MI ($6M, 48 participants).
Which 401(k) plans cover a similar participant headcount to David E Bilstrom Md PC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).