Oregon Clinic 401(k) match, vesting and fees
What Oregon Clinic's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Oregon Clinic: employer contribution per participant | $7,941 | |
| Peer median | $1,358 |
| Oregon Clinic: average balance | $191,607 | |
| Peer median | $44,442 |
| Oregon Clinic: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $307M at the end of plan year 2021 to $360M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,913 | $360M | $14.9M | $7,941 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,862 | $313M | $15.3M | $8,275 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 1,660 | $260M | $13.2M | $8,019 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 1,531 | $307M | $12.1M | $7,944 | 0.05% | Not published | Form 5500 ↗ |
Other Oregon Clinic plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Oregon Clinic, P.C. Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Oregon Clinic match 401(k) contributions?
The match terms for the The Oregon Clinic, P.C. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $14.9M in employer contributions, about $7,941 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oregon Clinic 401(k) match vested?
The vesting schedule for the The Oregon Clinic, P.C. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oregon Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is The Oregon Clinic, P.C..
I left Oregon Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Oregon Clinic, P.C., (503) 963-2845) or the recordkeeper, Schwab Retirement Plan Services,inc. The Oregon Clinic old 401(k) page lists the contacts from every plan filing. Find an old Oregon Clinic 401(k)
Data from the public Form 5500 annual reports Oregon Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oregon Clinic. Not financial advice. Report a correction · Methodology