401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
47th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#8,774
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

EBSA filing schedule strip

Filing strip 930638900 · James R. Willcox, D.M.D., P.C an Oregon Professional Corporation. PY 2024 · 401(k)

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan · $7M · 5 · 47th

  • 5500 $7M
  • ASSETS 5
  • PCT 47th
  • EIN 401(k)
  • RANK near Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust
  • PHOTO ind #8774

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 →

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan in the asset neighbourhood

James R. Willcox, Dmd, PC Profit Sharing and 401(k) PlanJames R. Willcox, Dmd, PC Pr…$7MKay Beer Distributing, Inc.401(k) Profit Sharing Plan &trustKay Beer Distributing, Inc.4…$7MLge Corporation 401(k) Plan$7MCardinal Services 401(k) & PspCardinal Services 401(k) & P…$7MTrailboss Enterprises, Inc. 401(k) PlanTrailboss Enterprises, Inc. …$7M
End-of-year total assets ($M) among James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$375K
Employer EIN930638900
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All James R. Willcox, D.M.D., P.C an Oregon Professional Corporation. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.5707991578058449% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M 202220232024 $6.67M $6.71M ▲ +0.6%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan, Total assets ($B): 0.006707314 · Participants: 5James R. Willcox, Dmd, PC Profit Sharing and 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
James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan side-by-side with 3 peers →

James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust in WI ($7M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 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).
Which 401(k) plans cover a similar participant headcount to James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 930638900.

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.