401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$62M
Total assets
169
Participants
86th
Percentile by assets
$366,495
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$62M
total plan assets (2024 EOY)
169
covered participants
86th
percentile by assets (of 123,622 plans)
$366,495
avg assets per participant

Where Bend Memorial Clinic, P.C. 401(k) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Oregon
Industry
Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Bend Memorial Clinic, P.C. 401(k) Retirement Plan reports 169 participants - about 38% of that state average ($62M EOY assets).

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.)

$40M$50M$60M$70M 202220232024 $42.9M $61.9M ▲ +44.4%
Total plan assets by year, all Bend Memorial Clinic, P.C. plans on file
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 ($B) Participants Bend Memorial Clinic…, Total assets ($B): 0.061937635 · Participants: 169Bend Memorial Clinic…401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
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) Retire… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bend Memorial Clinic, P.C. 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Bend Memorial Clinic, P.C. 401(k) Retire…

Filing takeaways

Ways to act on Bend Memorial Clinic, P.C. 401(k) Retirement Plan's numbers.

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.