401(k) · DOL Form 5500 · 2024
Umpqua Health, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 271
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $54,926
- Avg per participant Low balance/head
Official DOL plan name: Umpqua Health and Affiliated Companies Employee Savings Plan · Sponsored by Umpqua Health, LLC · Oregon · Healthcare & Social Assistance
$15M in assets, 271 participants
Umpqua Health, LLC's Umpqua Health and Affiliated Companies Employee Savings Plan reported $15M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,713 in Healthcare & Social Assistance (16,916 peers)
Umpqua Health, LLC multi-year trail
Umpqua Health, LLC's plans moved +20.9% in assets from 2022 to 2024; this filing shows Umpqua Health and Affiliated Companies Employee Savings Plan at $15M / 271 participants.
- #11,713
- in Healthcare & Social Assistance (16,916 peers)
- +1.7%
- assets growth YoY
Umpqua Health and Affiliated Companies Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Umpqua Health and Affiliated Companies Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,884,825 Top 36% higher than 64% 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
Umpqua Health and Affiliated Companies Employee Savings 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. Umpqua Health and Affiliated Companies Employee Savings Plan sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Umpqua Health and Affiliated Companies Employee Savings Plan reported net income fell from $2M in the plan year 2023 filing to $245K in the plan year 2024 filing.
- Umpqua Health and Affiliated Companies Employee Savings Plan reported participants rose from 147 in the plan year 2023 filing to 271 in the plan year 2024 filing.
- Umpqua Health and Affiliated Companies Employee Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 461250214 · Umpqua Health, LLC PY 2024 · 401(k)
Umpqua Health and Affiliated Companies Employee Savings Plan · $15M · 271 · 64th
- BOY $15M
- BOY 271
- BOY 64th
- BOY 401(k)
- BOY near Uwba 401(k) Plan
- BOY ind #11713
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 →
Umpqua Health and Affiliated Companies Employee Savings Plan in the asset neighbourhood
Umpqua Health, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Umpqua Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 20.94727408778397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $12M |
| 2023 | 1 | 147 | $15M |
| 2024 | 1 | 271 | $15M |
Umpqua Health, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $245K |
| Employer EIN | 461250214 |
| Plan Effective Date | 2008-12-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Umpqua Health and Affiliated Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Uwba 401(k) Plan in CA ($15M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Uwba 401(k) Plan (CA) $15M · 69
- Wilson Electronics 401(k) Plan (UT) $15M · 220
- Ampler Group 401(k) Plan (KS) $15M · 1,348
- Mackay Mitchell Envelope Company, LLC Retirement Savings Plan (MN) $15M · 195
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Action Rentals Holdings, LLC (FL) 271 · 0 off
- Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 271 · 0 off
- Norwich Commercial Group, Inc. 401(k) Plan (CT) 271 · 0 off
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 271 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.