401(k) · DOL Form 5500 · 2024

Oregon Oncology Specialists, LLP 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
238
Participants Below avg headcount
81st
Percentile by assets National rank
$160,511
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon Specialty Group 401(k) Profit Sharing Plan · Sponsored by Oregon Oncology Specialists, LLP · Oregon · Healthcare & Social Assistance

$38M in assets, 238 participants

Oregon Oncology Specialists, LLP's Oregon Specialty Group 401(k) Profit Sharing Plan reported $38M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,141 in Healthcare & Social Assistance (16,916 peers)

Where Oregon Specialty Group 401(k) Profit Sharing Plan sits by assets

Oregon Specialty Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 238 participants (~$160,511/participant), up 10.0% in 2024.

#14,141
in Healthcare & Social Assistance (16,916 peers)
+10.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon Specialty Group 401(k) Profit Sharing Plan's outsized position by total assets

Oregon Specialty Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,201,735 Top 19% higher than 81% 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

Oregon Specialty Group 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. Oregon Specialty Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Specialty Group 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oregon Specialty Group 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Oregon Specialty Group 401(k) Profit Sharing Plan reported participants fell from 244 in the plan year 2023 filing to 238 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931273254 · Oregon Oncology Specialists, LLP PY 2024 · 401(k)

Oregon Specialty Group 401(k) Profit Sharing Plan · $38M · 238 · 81st

  • BOY $38M
  • SCH 238
  • EBSA 81st
  • PART 401(k)
  • TYPE near Atane 401(k) and Profit Sharing Plan
  • NET ind #14141

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 Specialty Group 401(k) Profit Sharing Plan in the asset neighbourhood

Northwest Aerospace Technologies, Inc. 401(k) Retirement Savings PlanNorthwest Aerospace Technolo…$38MOregon Specialty Group 401(k) Profit Sharing PlanOregon Specialty Group 401(k…$38MAtane 401(k) and Profit Sharing PlanAtane 401(k) and Profit Shar…$38MAir Group, LLC 401(k) Profit Sharing PlanAir Group, LLC 401(k) Profit…$38MJohn a. Martin & Associates 401(k) PlanJohn a. Martin & Associates …$38M
End-of-year total assets ($M) among Oregon Specialty Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN931273254
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Oncology Specialists, LLP)

Sponsor-wide plan assets over time

All Oregon Oncology Specialists, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$40M 37.39166284560359% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $40M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 309 $29M
2023 2 470 $38M
2024 2 456 $40M

Nearby 401(k) Plans in Oregon

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

Oregon Specialty Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Oregon Specialty Group 401(k) Profit Sharing Plan, Total assets ($B): 0.038201735 · Participants: 238Oregon Specialty Group 401(k) 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
Oregon Specialty Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Oregon Specialty Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Atane 401(k) and Profit Sharing Plan in NY ($38M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Oregon Specialty Group 401(k) Profit Sharing Plan assets move in 2024?
Oregon Specialty Group 401(k) Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $35M to $38M. Reported net income was $3M.
How have Oregon Oncology Specialists, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Oregon Oncology Specialists, LLP's sponsor-wide assets grew 37.4%, from $29M to $40M.
Where does Oregon Specialty Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Oregon Specialty Group 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oregon Specialty Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Atane 401(k) and Profit Sharing Plan in NY ($38M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Specialty Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 participants, N/A in assets).