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
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
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.
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
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $398K |
| Employer EIN | 930752573 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.