401(k) · DOL Form 5500 · 2024
Willamette Dental Group, P.C. 401(k) Plan
Data updated 2026-08-25
- $182M
- Total assets Near avg plan size
- 1,239
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $146,896
- Avg per participant Above avg balance/head
Official DOL plan name: Willamette Dental Group, P.C. 401(k) Savings Plan · Sponsored by Willamette Dental Group, P.C. · Oregon · Healthcare & Social Assistance
$182M in assets, 1,239 participants
Willamette Dental Group, P.C.'s Willamette Dental Group, P.C. 401(k) Savings Plan reported $182M in total assets and 1,239 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #15,997 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Willamette Dental Group, P.C. 401(k) Savings Plan covers 1,239 participants in Oregon, 2.8x the typical Oregon plan (state average ~443 per filing). Assets: $182M.
- #15,997
- in Healthcare & Social Assistance (16,916 peers)
- +12.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Willamette Dental Group, P.C. 401(k) Savings Plan's outsized position by total assets
Willamette Dental Group, P.C. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$182,004,224 Top 6% higher than 94% 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
Willamette Dental Group, P.C. 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willamette Dental Group, P.C. 401(k) Savings Plan lands in the large band (1,239 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willamette Dental Group, P.C. 401(k) Savings Plan reported net income fell from $27M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Willamette Dental Group, P.C. 401(k) Savings Plan end-of-year assets rose from $161M in the plan year 2023 filing to $182M in the plan year 2024 filing.
- Willamette Dental Group, P.C. 401(k) Savings Plan reported participants fell from 1,309 in the plan year 2023 filing to 1,239 in the plan year 2024 filing.
DOL schedule card
Filing strip 930699253 · Willamette Dental Group, P.C. PY 2024 · 401(k)
Willamette Dental Group, P.C. 401(k) Savings Plan · $182M · 1,239 · 94th
- VS-ST $182M
- BOY 1,239
- SCH 94th
- EBSA 401(k)
- PART near Vessco Inc Retirement Plan
- TYPE ind #15997
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 Dental Group, P.C. 401(k) Savings Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $21M |
| Employer EIN | 930699253 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willamette Dental Group, P.C.)
Sponsor-wide plan assets over time
All Willamette Dental Group, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 35.59537223735031% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,476 | $134M |
| 2023 | 1 | 1,309 | $161M |
| 2024 | 1 | 1,239 | $182M |
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
Willamette Dental Group, P.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Vessco Inc Retirement Plan in MN ($182M); by covered participants it is Lexitas 401(k) Plan in TX (1,239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($182M here).
- Vessco Inc Retirement Plan (MN) $182M · 952
- Wheels Up Partners LLC Retirement Savings Plan (NY) $182M · 1,736
- Teck American Incorporated Retirement Savings Plan (WA) $182M · 812
- Aspen Skiing Company Savings Plan (CO) $182M · 3,244
Similar participant headcount
Nearest other-state filings by covered participants (1,239 participants); asset peers above are excluded.
- Lexitas 401(k) Plan (TX) 1,239 · 0 off
- Southwark Metal Manufacturing Co. 401(k) Retirement Plan (PA) 1,239 · 0 off
- Meyer Tool 401(k) and Profit Sharing Plan (OH) 1,239 · 0 off
- J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan (FL) 1,239 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.