The Oregon Clinic, P.c. 401(k) Plan: Login, Facts & Contact Information

The Oregon Clinic, P.c. 401(k) Plan Facts

Plan name
THE OREGON CLINIC, P.C. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE OREGON CLINIC, P.C.
Participants
1,862 (1,334 active employees)
Former employees with a balance
572
Plan assets
$360,029,169 at Dec 31, 2024
Average account balance
$191,607 across 1,879 accounts
Employer contributions
$14,920,607 in plan year 2024 (52% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $28.7 million went into the plan in contributions, $14.9 million of it from the employer (52%).
  • $24.3 million was paid out to participants.
  • Investment and other income added $43.0 million.
  • Administrative expenses were $188,134, about $100 per account.

How the The Oregon Clinic, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,419$235.3 million$11.4 million$10.7 million
20201,499$271.9 million$11.2 million$13.2 million
20211,452$306.6 million$12.1 million$20.9 million
20221,531$259.7 million$13.2 million$17.9 million
20231,660$312.8 million$15.3 million$19.7 million
20241,862$360.0 million$14.9 million$24.3 million

The Oregon Clinic, P.c. 401(k) Contact Information

Phone
503-963-2845
Mailing address
541 NE 20TH AVE STE 225, PORTLAND OR 97232
Plan sponsor
THE OREGON CLINIC, P.C.
Employer identification number (EIN)
93-1127856
Plan number
003

Questions about the The Oregon Clinic, P.c. 401(k)

Does The Oregon Clinic, P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $14.9 million, 52% of all contributions.

Does the The Oregon Clinic, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Oregon Clinic, P.c 401(k) plan?

1,862 participants at the start of plan year 2024, 1,334 of them active employees, and 572 former employees who still had money in the plan.

What is the average 401(k) balance at The Oregon Clinic, P.c?

About $191,607 per account: $360.0 million in plan assets across 1,879 accounts with a balance at the end of plan year 2024.

Who manages the The Oregon Clinic, P.c 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Oregon Clinic, P.c. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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