401(k) · DOL Form 5500 · 2024

Bend Health, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
129
Participants Small participant base
32nd
Percentile by assets National rank
$19,117
Avg per participant Low balance/head
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Official DOL plan name: Bend Health, Inc. 401(k) Plan · Sponsored by Bend Health, Inc. · Oregon · Healthcare & Social Assistance

$2M in assets, 129 participants

Bend Health, Inc.'s Bend Health, Inc. 401(k) Plan reported $2M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,205 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Bend Health, Inc. 401(k) Plan covers 129 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#5,205
in Healthcare & Social Assistance (16,916 peers)
+62.3%
assets growth YoY

Bend Health, Inc. 401(k) Plan among the smaller filed plans by assets

Bend Health, Inc. 401(k) Plan vs every filed plan by assets

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

$2,466,132 32nd percentile higher than 32% 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 Health, Inc. 401(k) 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 Health, Inc. 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bend Health, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bend Health, Inc. 401(k) Plan reported participants rose from 85 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Bend Health, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $947K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 862586786 · Bend Health, Inc. PY 2024 · 401(k)

Bend Health, Inc. 401(k) Plan · $2M · 129 · 32nd

  • TYPE $2M
  • NET 129
  • BOOK 32nd
  • VS-ST 401(k)
  • BOY near Csm Iron Works, Inc. 401(k) Profit Sharing Plan
  • SCH ind #5205

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 Health, Inc. 401(k) Plan in the asset neighbourhood

Bend Health, Inc. 401(k) Plan$2MCsm Iron Works, Inc. 401(k) Profit Sharing PlanCsm Iron Works, Inc. 401(k) …$2MTft, Inc -401(k) Plan$2MBmg Services, Inc. 401(k) PlanBmg Services, Inc. 401(k) Pl…$2MGovernmental Tax and Data Services, Incorporated 401(k)Governmental Tax and Data Se…$2M
End-of-year total assets ($M) among Bend Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$947K
Employer EIN862586786
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bend Health, Inc.)

Sponsor-wide plan assets over time

All Bend Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 62.34806193385296% vs 2023
2024 filing year
$1M$1.5M$2M$2.5M$3M 20232024 $1.52M $2.47M ▲ +62.5%
Year Plans Participants Total Assets
2023 1 85 $2M
2024 1 129 $2M

Nearby 401(k) Plans in Oregon

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

Bend Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bend Health, Inc. 401(k) Plan, Total assets ($B): 0.002466132 · Participants: 129Bend Health, Inc. 401(k) 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 Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bend Health, Inc. 401(k) Plan side-by-side with 3 peers →

Bend Health, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Csm Iron Works, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Health, Inc. 401(k) Plan assets move in 2024? ▼
Bend Health, Inc. 401(k) Plan surged - up 62.3% during 2024, from $2M to $2M. Reported net income was $947K.
How have Bend Health, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bend Health, Inc.'s sponsor-wide assets grew 62.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Bend Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csm Iron Works, Inc. 401(k) Profit Sharing Plan in TX ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bend Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 862586786.

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.