Defined Benefit (Pension) · DOL Form 5500 · 2024
The Oregon Clinic, P.C. Pension Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $110,365
- Avg per participant Below avg balance/head
Official DOL plan name: The Oregon Clinic, P.C. Cash Balance Plan · Sponsored by The Oregon Clinic, P.C. · Oregon · Healthcare & Social Assistance
$21M in assets, 187 participants
The Oregon Clinic, P.C.'s The Oregon Clinic, P.C. Cash Balance Plan reported $21M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,734 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
The Oregon Clinic, P.C. Cash Balance Plan covers 187 participants in Oregon, about 42% of the average Oregon filer (state average ~443 per filing). Assets: $21M.
- #12,734
- in Healthcare & Social Assistance (16,916 peers)
- +103.3%
- assets growth YoY
The Oregon Clinic, P.C. Cash Balance Plan's outsized position by total assets
The Oregon Clinic, P.C. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,638,228 Top 29% higher than 71% 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
The Oregon Clinic, P.C. Cash Balance 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. The Oregon Clinic, P.C. Cash Balance Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Oregon Clinic, P.C. Cash Balance Plan end-of-year assets rose from $10M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- The Oregon Clinic, P.C. Cash Balance Plan reported net income rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 931127856 · The Oregon Clinic, P.C. PY 2024 · Defined Benefit (Pension)
The Oregon Clinic, P.C. Cash Balance Plan · $21M · 187 · 71st
- ASSETS $21M
- PCT 187
- EIN 71st
- RANK Defined Benefit (Pension)
- PHOTO near Durham Retirement Plan
- IND ind #12734
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 →
The Oregon Clinic, P.C. Cash Balance Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $10M |
| Employer EIN | 931127856 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oregon Clinic, P.C.)
Sponsor-wide plan assets over time
All The Oregon Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $381M 46.57556617389532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,169 | $260M |
| 2023 | 2 | 1,406 | $323M |
| 2024 | 2 | 1,519 | $381M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
The Oregon Clinic, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Durham Retirement Plan in TX ($21M); by covered participants it is Sierra Club Retirement Plan in CA (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Durham Retirement Plan (TX) $21M · 199
- Durham Retirement Plan (TX) $21M · 199
- Riviana Foods Inc. Retirement Plan (TX) $21M · 79
- Forefront Dermatology Cash Balance Pension Plan (WI) $21M · 371
Similar participant headcount
Nearest other-state filings by covered participants (187 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.