401(k) · DOL Form 5500 · 2024

Bend Memorial Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
169
Participants Small participant base
86th
Percentile by assets National rank
$366,495
Avg per participant High balance/head
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Official DOL plan name: Bend Memorial Clinic, P.C. 401(k) Retirement Plan · Sponsored by Bend Memorial Clinic, P.C. · Oregon · Healthcare & Social Assistance

$62M in assets, 169 participants

Bend Memorial Clinic, P.C.'s Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported $62M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,948 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Bend Memorial Clinic, P.C. 401(k) Retirement Plan covers 169 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $62M.

#14,948
in Healthcare & Social Assistance (16,916 peers)
+14.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bend Memorial Clinic, P.C. 401(k) Retirement Plan's outsized position by total assets

Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$61,937,635 Top 14% higher than 86% 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

Bend Memorial Clinic, P.C. 401(k) Retirement 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. Bend Memorial Clinic, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Bend Memorial Clinic, P.C. 401(k) Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Bend Memorial Clinic, P.C. 401(k) Retirement Plan reported participants rose from 156 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680637976 · Bend Memorial Clinic, P.C. PY 2024 · 401(k)

Bend Memorial Clinic, P.C. 401(k) Retirement Plan · $62M · 169 · 86th

  • PHOTO $62M
  • PHOTO 169
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Herzing University, Ltd. Savings Plan
  • PHOTO ind #14948

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 →

Bend Memorial Clinic, P.C. 401(k) Retirement Plan in the asset neighbourhood

Avion Solutions, Inc. 401(k) PlanAvion Solutions, Inc. 401(k)…$62MBend Memorial Clinic, P.C. 401(k) Retirement PlanBend Memorial Clinic, P.C. 4…$62MHerzing University, Ltd. Savings PlanHerzing University, Ltd. Sav…$62MLabconco Corporation Profit Sharing PlanLabconco Corporation Profit …$62MHarrell's 401(k) & Profit Sharing PlanHarrell's 401(k) & Profit Sh…$62M
End-of-year total assets ($M) among Bend Memorial Clinic, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$62M
Net Income$8M
Employer EIN680637976
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bend Memorial Clinic, P.C.)

Sponsor-wide plan assets over time

All Bend Memorial Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 44.37989474457629% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.9M $61.9M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 139 $43M
2023 1 156 $54M
2024 1 169 $62M

Nearby 401(k) Plans in Oregon

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

Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bend Memorial Clinic, P.C. 401(k) Retirement Plan, Total assets ($B): 0.061937635 · Participants: 169Bend Memorial Clinic, P.C. 401(k) Retirement 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
Bend Memorial Clinic, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bend Memorial Clinic, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Bend Memorial Clinic, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Herzing University, Ltd. Savings Plan in WI ($62M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Bend Memorial Clinic, P.C. 401(k) Retirement Plan assets move in 2024? ▼
Bend Memorial Clinic, P.C. 401(k) Retirement Plan grew at a solid clip - up 14.0% during 2024, from $54M to $62M. Reported net income was $8M.
How have Bend Memorial Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bend Memorial Clinic, P.C.'s sponsor-wide assets grew 44.4%, from $43M to $62M.
Where does Bend Memorial Clinic, P.C. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bend Memorial Clinic, P.C. 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bend Memorial Clinic, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herzing University, Ltd. Savings Plan in WI ($62M, 1,463 participants).
Which 401(k) plans cover a similar participant headcount to Bend Memorial Clinic, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 680637976.

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.