401(k) · DOL Form 5500 · 2024

Willamette Valley Hospice, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
118
Participants Small participant base
49th
Percentile by assets National rank
$62,204
Avg per participant Low balance/head
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Official DOL plan name: Willamette Vital Health 401(k) Plan · Sponsored by Willamette Valley Hospice, Inc. · Oregon · Healthcare & Social Assistance

$7M in assets, 118 participants

Willamette Valley Hospice, Inc.'s Willamette Vital Health 401(k) Plan reported $7M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,144 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Willamette Vital Health 401(k) Plan covers 118 participants in Oregon, about 27% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#9,144
in Healthcare & Social Assistance (16,916 peers)
-2.1%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willamette Vital Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Willamette Vital Health 401(k) Plan vs every filed plan by assets

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

$7,340,094 49th percentile higher than 49% 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

Willamette Vital Health 401(k) 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. Willamette Vital Health 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willamette Vital Health 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$147K in the plan year 2024 filing.
  • Willamette Vital Health 401(k) Plan reported participants rose from 112 in the plan year 2023 filing to 118 in the plan year 2024 filing.
  • Willamette Vital Health 401(k) Plan end-of-year assets fell from $8M 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 930738493 · Willamette Valley Hospice, Inc. PY 2024 · 401(k)

Willamette Vital Health 401(k) Plan · $7M · 118 · 49th

  • RANK $7M
  • RANK 118
  • RANK 49th
  • RANK 401(k)
  • RANK near Astir It Solutions, Inc. 401(k) Plan
  • RANK ind #9144

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 →

Willamette Vital Health 401(k) Plan in the asset neighbourhood

Willamette Vital Health 401(k) PlanWillamette Vital Health 401(…$7MAstir It Solutions, Inc. 401(k) PlanAstir It Solutions, Inc. 401…$7MRussellville Engineered Castings, Inc. 401(k) PlanRussellville Engineered Cast…$7MF.B. Purnell Sausage Co., Inc. 401(k) PlanF.B. Purnell Sausage Co., In…$7MKings & Convicts 401(k) Plan$7M
End-of-year total assets ($M) among Willamette Vital Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$147K
Employer EIN930738493
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Valley Hospice, Inc.)

Sponsor-wide plan assets over time

All Willamette Valley Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.055778776567784% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $6.01M $7.34M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 122 $6M
2023 1 112 $8M
2024 1 118 $7M

Nearby 401(k) Plans in Oregon

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

Willamette Vital Health 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Willamette Vital Health 401(k) Plan, Total assets ($B): 0.007340094 · Participants: 118Willamette Vital Health 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
Willamette Vital Health 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Willamette Vital Health 401(k) Plan side-by-side with 3 peers →

Willamette Vital Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Astir It Solutions, Inc. 401(k) Plan in NJ ($7M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Willamette Vital Health 401(k) Plan assets move in 2024? ▼
Willamette Vital Health 401(k) Plan edged down modestly - down 2.1% during 2024, from $8M to $7M. Reported net income was -$147K.
How have Willamette Valley Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Valley Hospice, Inc.'s sponsor-wide assets grew 22.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Willamette Vital Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astir It Solutions, Inc. 401(k) Plan in NJ ($7M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Willamette Vital Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 930738493.

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.