401(k) · DOL Form 5500 · 2024

Rogue Valley Physicians, P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
100
Participants Small participant base
70th
Percentile by assets National rank
$200,254
Avg per participant Above avg balance/head
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Official DOL plan name: Rogue Valley Physicians, P.C. 401(k) Plan · Sponsored by Rogue Valley Physicians, P.C. · Oregon · Healthcare & Social Assistance

$20M in assets, 100 participants

Rogue Valley Physicians, P.C.'s Rogue Valley Physicians, P.C. 401(k) Plan reported $20M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,638 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Rogue Valley Physicians, P.C. 401(k) Plan covers 100 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $20M.

#12,638
in Healthcare & Social Assistance (16,916 peers)
-1.9%
assets change YoY

The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rogue Valley Physicians, P.C. 401(k) Plan's outsized position by total assets

Rogue Valley Physicians, P.C. 401(k) Plan vs every filed plan by assets

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

$20,025,372 Top 30% higher than 70% 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

Rogue Valley Physicians, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rogue Valley Physicians, P.C. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rogue Valley Physicians, P.C. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$395K in the plan year 2024 filing.
  • Rogue Valley Physicians, P.C. 401(k) Plan reported participants fell from 106 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Rogue Valley Physicians, P.C. 401(k) Plan end-of-year assets fell from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 931276558 · Rogue Valley Physicians, P.C. PY 2024 · 401(k)

Rogue Valley Physicians, P.C. 401(k) Plan · $20M · 100 · 70th

  • TYPE $20M
  • NET 100
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near All One Credit Union 401(k) Profit Sharing Plan
  • SCH ind #12638

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 →

Rogue Valley Physicians, P.C. 401(k) Plan in the asset neighbourhood

Rogue Valley Physicians, P.C. 401(k) PlanRogue Valley Physicians, P.C…$20MAll One Credit Union 401(k) Profit Sharing PlanAll One Credit Union 401(k) …$20MDealers Warehouse Corporation Profit Sharing PlanDealers Warehouse Corporatio…$20MSouthwest International Trucks, Inc. 401 (K) Plan & TrustSouthwest International Truc…$20MThe Bulfinch Companies, Inc. 401(k) Plan and TrustThe Bulfinch Companies, Inc.…$20M
End-of-year total assets ($M) among Rogue Valley Physicians, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$395K
Employer EIN931276558
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogue Valley Physicians, P.C.)

Sponsor-wide plan assets over time

All Rogue Valley Physicians, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.764130897756745% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.6M $20M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 100 $19M
2023 1 106 $20M
2024 1 100 $20M

Nearby 401(k) Plans in Oregon

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

Rogue Valley Physicians, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Rogue Valley Physicians, P.C. 401(k) Plan, Total assets ($B): 0.020025372 · Participants: 100Rogue Valley Physicians, P.C. 401(k) 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
Rogue Valley Physicians, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Rogue Valley Physicians, P.C. 401(k) Plan side-by-side with 3 peers →

Rogue Valley Physicians, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is All One Credit Union 401(k) Profit Sharing Plan in MA ($20M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Rogue Valley Physicians, P.C. 401(k) Plan assets move in 2024? ▼
Rogue Valley Physicians, P.C. 401(k) Plan edged down modestly - down 1.9% during 2024, from $20M to $20M. Reported net income was -$395K.
How have Rogue Valley Physicians, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogue Valley Physicians, P.C.'s sponsor-wide assets grew 7.8%, from $19M to $20M.
Which 401(k) plans are similar in size to Rogue Valley Physicians, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All One Credit Union 401(k) Profit Sharing Plan in MA ($20M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Rogue Valley Physicians, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 931276558.

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.