401(k) · DOL Form 5500 · 2024

Bend Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
145
Participants Small participant base
57th
Percentile by assets National rank
$74,664
Avg per participant Below avg balance/head
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Official DOL plan name: Bend Surgery Center, LLC Profit Sharing Plan · Sponsored by Bend Surgery Center, LLC · Oregon · Healthcare & Social Assistance

$11M in assets, 145 participants

Bend Surgery Center, LLC's Bend Surgery Center, LLC Profit Sharing Plan reported $11M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,643 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Bend Surgery Center, LLC Profit Sharing Plan covers 145 participants in Oregon, about 33% of the average Oregon filer (state average ~443 per filing). Assets: $11M.

#10,643
in Healthcare & Social Assistance (16,916 peers)
+1.0%
assets growth YoY

Bend Surgery Center, LLC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bend Surgery Center, LLC Profit Sharing Plan vs every filed plan by assets

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

$10,826,280 Top 43% higher than 57% 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

Bend Surgery Center, LLC 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. Bend Surgery Center, LLC Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bend Surgery Center, LLC Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $111K in the plan year 2024 filing.
  • Bend Surgery Center, LLC Profit Sharing Plan reported participants fell from 152 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Bend Surgery Center, LLC Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911772048 · Bend Surgery Center, LLC PY 2024 · 401(k)

Bend Surgery Center, LLC Profit Sharing Plan · $11M · 145 · 57th

  • PCT $11M
  • EIN 145
  • RANK 57th
  • PHOTO 401(k)
  • IND near Phx Holdings Retirement Plan
  • EOY ind #10643

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 →

Bend Surgery Center, LLC Profit Sharing Plan in the asset neighbourhood

Bend Surgery Center, LLC Profit Sharing PlanBend Surgery Center, LLC Pro…$11MPhx Holdings Retirement Plan$11MJ. Lee Milligan, Inc. 401(k) PlanJ. Lee Milligan, Inc. 401(k)…$11MYork Space Systems 401(k) PlanYork Space Systems 401(k) Pl…$11MPal-Tech, Inc. 401(k) Retirement PlanPal-Tech, Inc. 401(k) Retire…$11M
End-of-year total assets ($M) among Bend Surgery Center, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$111K
Employer EIN911772048
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bend Surgery Center, LLC)

Sponsor-wide plan assets over time

All Bend Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.966990902002113% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.46M $10.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 119 $8M
2023 1 152 $11M
2024 1 145 $11M

Nearby 401(k) Plans in Oregon

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

Bend Surgery Center, LLC Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bend Surgery Center, LLC Profit Sharing Plan, Total assets ($B): 0.01082628 · Participants: 145Bend Surgery Center, LLC 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
Bend Surgery Center, LLC Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bend Surgery Center, LLC Profit Sharing Plan side-by-side with 3 peers →

Bend Surgery Center, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Phx Holdings Retirement Plan in GA ($11M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Bend Surgery Center, LLC Profit Sharing Plan assets move in 2024? ▼
Bend Surgery Center, LLC Profit Sharing Plan edged up modestly - up 1.0% during 2024, from $11M to $11M. Reported net income was $111K.
How have Bend Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bend Surgery Center, LLC's sponsor-wide assets grew 28.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Bend Surgery Center, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phx Holdings Retirement Plan in GA ($11M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Bend Surgery Center, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911772048.

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.