401(k) · DOL Form 5500 · 2024

James R. Willcox, D.M.D., P.C an Oregon Professional Corporation. 401(k) Plan

Data updated 2026-08-11

$7M
Total assets: 5
Participants: 47th
Percentile by assets: $1.3M
Avg per participant

Official DOL plan name: James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan · Sponsored by James R. Willcox, D.M.D., P.C an Oregon Professional Corporation. · Oregon · Healthcare & Social Assistance

$7M in assets, 5 participants

James R. Willcox, D.M.D., P.C an Oregon Professional Corporation.'s James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan reported $7M in total assets and 5 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.

47th percentile by assets (of 123,622 plans)
#8,774 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan holds $7M for 5 participants - about $1.3M per participant, in the lower half of filed plans by assets.

$7M
total plan assets (2024 EOY): 5
covered participants: 47th
percentile by assets (of 123,622 plans): $1.3M
avg assets per participant

Where James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan sits by total assets

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$6,707,314 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

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan reported net income rose from -$337K in the plan year 2023 filing to $375K in the plan year 2024 filing.
James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Healthcare & Social Assistance

401(k) filing for James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan

401(k) filing for plan year 2024: EIN 930638900 ; effective since 1974-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$375K
Employer EIN	930638900
Plan Effective Date	1974-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (James R. Willcox, D.M.D., P.C an Oregon Professional Corporation.)

Total plan assets by year, all James R. Willcox, D.M.D., P.C an Oregon Professional Corporation. plans on file

Year	Plans	Participants	Total Assets
2022	1	5	$7M
2023	1	5	$6M
2024	1	5	$7M

Nearby 401(k) Plans in Oregon

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

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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

Compare James R. Willcox, Dmd, PC Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan by total assets, not by location.

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust (WI) $7M · 109
Lge Corporation 401(k) Plan (AZ) $7M · 130
Cardinal Services 401(k) & Psp (LA) $7M · 159
Trailboss Enterprises, Inc. 401(k) Plan (AK) $7M · 280

Frequently Asked Questions

How did James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan assets move in 2024? ▼

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $6M to $7M. Reported net income was $375K.

How have James R. Willcox, D.M.D., P.C an Oregon Professional Corporation. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James R. Willcox, D.M.D., P.C an Oregon Professional Corporation.'s sponsor-wide assets grew 0.6%, from $7M to $7M.

Which 401(k) plans are similar in size to James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust in WI ($7M, 109 participants).

Next read for James R. Willcox, Dmd, PC Profit Sharing…

Filing takeaways

Ways to act on James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan's numbers.

By total assets, James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
James R. Willcox, D.M.D., P.C an Oregon Professional Corporation.'s sponsor-wide assets have grown 0.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 930638900.