401(k) · DOL Form 5500 · 2024

Partners in Care 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
211
Participants Below avg headcount
65th
Percentile by assets National rank
$73,839
Avg per participant Below avg balance/head
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Official DOL plan name: Partners in Care 403(b) Plan · Sponsored by Partners in Care · Oregon · Healthcare & Social Assistance

$16M in assets, 211 participants

Partners in Care's Partners in Care 403(b) Plan reported $16M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,885 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Partners in Care 403(b) Plan covers 211 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $16M.

#11,885
in Healthcare & Social Assistance (16,916 peers)
+18.7%
assets growth YoY

Partners in Care 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Partners in Care 403(b) Plan vs every filed plan by assets

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

$15,580,056 Top 35% higher than 65% 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

Partners in Care 403(b) 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. Partners in Care 403(b) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partners in Care 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Partners in Care 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Partners in Care 403(b) Plan reported participants fell from 217 in the plan year 2023 filing to 211 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930756143 · Partners in Care PY 2024 · 401(k)

Partners in Care 403(b) Plan · $16M · 211 · 65th

  • TYPE $16M
  • TYPE 211
  • TYPE 65th
  • TYPE 401(k)
  • TYPE near Vertical Communications, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #11885

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 →

Partners in Care 403(b) Plan in the asset neighbourhood

Partners in Care 403(b) Plan$16MVertical Communications, Inc. 401(k) Profit Sharing PlanVertical Communications, Inc…$16MAviva Metals, Inc. Retirement Plan and TrustAviva Metals, Inc. Retiremen…$16MMassachusetts Health & Hospital Association, Inc. 401(k) PlanMassachusetts Health & Hospi…$16MThe Central Orthopedic Group, LLP 401(k) Profit Sharing PlanThe Central Orthopedic Group…$16M
End-of-year total assets ($M) among Partners in Care 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN930756143
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners in Care)

Sponsor-wide plan assets over time

All Partners in Care plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.03683929015057% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.6M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 200 $11M
2023 1 217 $13M
2024 1 211 $16M

Nearby 401(k) Plans in Oregon

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

Partners in Care 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Partners in Care 403(b) Plan, Total assets ($B): 0.015580056 · Participants: 211Partners in Care 403(b) 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
Partners in Care 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Partners in Care 403(b) Plan side-by-side with 3 peers →

Partners in Care 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Vertical Communications, Inc. 401(k) Profit Sharing Plan in GA ($16M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Partners in Care 403(b) Plan assets move in 2024? ▼
Partners in Care 403(b) Plan grew sharply - up 18.7% during 2024, from $13M to $16M. Reported net income was $2M.
How have Partners in Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners in Care's sponsor-wide assets grew 43.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Partners in Care 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vertical Communications, Inc. 401(k) Profit Sharing Plan in GA ($16M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Partners in Care 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants, $21M 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 930756143.

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.