Willamette Orthopedic Group, LLC
Plan context: The Hope Orthopedic Group Retirement Plan
EIN 20-3530156 • Salem, OR • 45 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
160
2024 Assets
$28,629,611
2024 Contributions
$2,241,053
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 0 | $0 | $0 | - |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| The Hope Orthopedic Group Retirement Plan | - | 0 | - | - | - |
| 2023 | 3 | 160 | $28,629,611 | $2,241,053 | $14,007iApproximate average salary by contribution assumption: employee only about $350,165 at 4% or $233,443 at 6%; with 50% employer match about $233,443 at 4% or $155,629 at 6%; with 100% employer match about $175,082 at 4% or $116,722 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 160 | $22,711,432 | $2,241,053 | $14,007iApproximate average salary by contribution assumption: employee only about $350,165 at 4% or $233,443 at 6%; with 50% employer match about $233,443 at 4% or $155,629 at 6%; with 100% employer match about $175,082 at 4% or $116,722 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 82 | $5,918,179 | $0 | - |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 0 | - | - | - |
| 2022 | 3 | 195 | $31,512,551 | $3,181,754 | $16,317iApproximate average salary by contribution assumption: employee only about $407,917 at 4% or $271,945 at 6%; with 50% employer match about $271,945 at 4% or $181,297 at 6%; with 100% employer match about $203,959 at 4% or $135,972 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 156 | $25,510,283 | $2,476,604 | $15,876iApproximate average salary by contribution assumption: employee only about $396,892 at 4% or $264,594 at 6%; with 50% employer match about $264,594 at 4% or $176,396 at 6%; with 100% employer match about $198,446 at 4% or $132,297 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 89 | $6,002,268 | $705,150 | $7,923iApproximate average salary by contribution assumption: employee only about $198,076 at 4% or $132,051 at 6%; with 50% employer match about $132,051 at 4% or $88,034 at 6%; with 100% employer match about $99,038 at 4% or $66,025 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 195 | - | - | - |
| 2021 | 3 | 151 | $36,329,903 | $2,985,085 | $19,769iApproximate average salary by contribution assumption: employee only about $494,219 at 4% or $329,480 at 6%; with 50% employer match about $329,480 at 4% or $219,653 at 6%; with 100% employer match about $247,110 at 4% or $164,740 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 151 | $30,243,693 | $2,253,434 | $14,923iApproximate average salary by contribution assumption: employee only about $373,085 at 4% or $248,723 at 6%; with 50% employer match about $248,723 at 4% or $165,816 at 6%; with 100% employer match about $186,543 at 4% or $124,362 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 105 | $6,086,210 | $731,651 | $6,968iApproximate average salary by contribution assumption: employee only about $174,203 at 4% or $116,135 at 6%; with 50% employer match about $116,135 at 4% or $77,423 at 6%; with 100% employer match about $87,101 at 4% or $58,068 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 126 | - | - | - |
| 2020 | 3 | 144 | $31,215,178 | $3,134,710 | $21,769iApproximate average salary by contribution assumption: employee only about $544,220 at 4% or $362,814 at 6%; with 50% employer match about $362,814 at 4% or $241,876 at 6%; with 100% employer match about $272,110 at 4% or $181,407 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 144 | $26,035,492 | $2,272,613 | $15,782iApproximate average salary by contribution assumption: employee only about $394,551 at 4% or $263,034 at 6%; with 50% employer match about $263,034 at 4% or $175,356 at 6%; with 100% employer match about $197,275 at 4% or $131,517 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 86 | $5,179,686 | $862,097 | $10,024iApproximate average salary by contribution assumption: employee only about $250,610 at 4% or $167,073 at 6%; with 50% employer match about $167,073 at 4% or $111,382 at 6%; with 100% employer match about $125,305 at 4% or $83,537 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 121 | - | - | - |
| 2019 | 3 | 165 | $25,703,121 | $3,079,575 | $18,664iApproximate average salary by contribution assumption: employee only about $466,602 at 4% or $311,068 at 6%; with 50% employer match about $311,068 at 4% or $207,379 at 6%; with 100% employer match about $233,301 at 4% or $155,534 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 165 | $21,977,757 | $1,976,964 | $11,982iApproximate average salary by contribution assumption: employee only about $299,540 at 4% or $199,693 at 6%; with 50% employer match about $199,693 at 4% or $133,129 at 6%; with 100% employer match about $149,770 at 4% or $99,847 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 81 | $3,725,364 | $1,102,611 | $13,612iApproximate average salary by contribution assumption: employee only about $340,312 at 4% or $226,875 at 6%; with 50% employer match about $226,875 at 4% or $151,250 at 6%; with 100% employer match about $170,156 at 4% or $113,437 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 148 | - | - | - |
| 2018 | 3 | 200 | $20,628,207 | $3,121,029 | $15,605iApproximate average salary by contribution assumption: employee only about $390,129 at 4% or $260,086 at 6%; with 50% employer match about $260,086 at 4% or $173,391 at 6%; with 100% employer match about $195,064 at 4% or $130,043 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 156 | $17,664,456 | $1,962,637 | $12,581iApproximate average salary by contribution assumption: employee only about $314,525 at 4% or $209,683 at 6%; with 50% employer match about $209,683 at 4% or $139,789 at 6%; with 100% employer match about $157,263 at 4% or $104,842 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 83 | $2,963,751 | $1,158,392 | $13,957iApproximate average salary by contribution assumption: employee only about $348,913 at 4% or $232,609 at 6%; with 50% employer match about $232,609 at 4% or $155,073 at 6%; with 100% employer match about $174,457 at 4% or $116,304 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 200 | - | - | - |
| 2017 | 3 | 229 | $20,143,702 | $2,767,860 | $12,087iApproximate average salary by contribution assumption: employee only about $302,168 at 4% or $201,445 at 6%; with 50% employer match about $201,445 at 4% or $134,297 at 6%; with 100% employer match about $151,084 at 4% or $100,723 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 169 | $18,230,300 | $1,857,762 | $10,993iApproximate average salary by contribution assumption: employee only about $274,817 at 4% or $183,211 at 6%; with 50% employer match about $183,211 at 4% or $122,141 at 6%; with 100% employer match about $137,408 at 4% or $91,606 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 81 | $1,913,402 | $910,098 | $11,236iApproximate average salary by contribution assumption: employee only about $280,894 at 4% or $187,263 at 6%; with 50% employer match about $187,263 at 4% or $124,842 at 6%; with 100% employer match about $140,447 at 4% or $93,631 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 229 | - | - | - |
| 2016 | 4 | 155 | $15,005,623 | $3,704,072 | $23,897iApproximate average salary by contribution assumption: employee only about $597,431 at 4% or $398,287 at 6%; with 50% employer match about $398,287 at 4% or $265,525 at 6%; with 100% employer match about $298,715 at 4% or $199,144 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 155 | $13,146,423 | $1,844,872 | $11,902iApproximate average salary by contribution assumption: employee only about $297,560 at 4% or $198,373 at 6%; with 50% employer match about $198,373 at 4% or $132,249 at 6%; with 100% employer match about $148,780 at 4% or $99,187 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 65 | $929,600 | $929,600 | $14,302iApproximate average salary by contribution assumption: employee only about $357,538 at 4% or $238,359 at 6%; with 50% employer match about $238,359 at 4% or $158,906 at 6%; with 100% employer match about $178,769 at 4% or $119,179 at 6%. |
| HOPE ORTHOPEDICS OF OREGON CASH BALANCE PLAN | - | 65 | $929,600 | $929,600 | $14,302iApproximate average salary by contribution assumption: employee only about $357,538 at 4% or $238,359 at 6%; with 50% employer match about $238,359 at 4% or $158,906 at 6%; with 100% employer match about $178,769 at 4% or $119,179 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 114 | - | - | - |
| 2015 | 2 | 139 | $10,328,520 | $795,727 | $5,725iApproximate average salary by contribution assumption: employee only about $143,116 at 4% or $95,411 at 6%; with 50% employer match about $95,411 at 4% or $63,607 at 6%; with 100% employer match about $71,558 at 4% or $47,705 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 139 | $10,328,520 | $795,727 | $5,725iApproximate average salary by contribution assumption: employee only about $143,116 at 4% or $95,411 at 6%; with 50% employer match about $95,411 at 4% or $63,607 at 6%; with 100% employer match about $71,558 at 4% or $47,705 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 136 | - | - | - |
| 2014 | 2 | 155 | $6,955,139 | $997,452 | $6,435iApproximate average salary by contribution assumption: employee only about $160,879 at 4% or $107,253 at 6%; with 50% employer match about $107,253 at 4% or $71,502 at 6%; with 100% employer match about $80,440 at 4% or $53,626 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 91 | $6,955,139 | $997,452 | $10,961iApproximate average salary by contribution assumption: employee only about $274,025 at 4% or $182,684 at 6%; with 50% employer match about $182,684 at 4% or $121,789 at 6%; with 100% employer match about $137,013 at 4% or $91,342 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 155 | - | - | - |
| 2013 | 2 | 162 | $6,236,009 | $758,862 | $4,684iApproximate average salary by contribution assumption: employee only about $117,108 at 4% or $78,072 at 6%; with 50% employer match about $78,072 at 4% or $52,048 at 6%; with 100% employer match about $58,554 at 4% or $39,036 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 95 | $6,236,009 | $758,862 | $7,988iApproximate average salary by contribution assumption: employee only about $199,701 at 4% or $133,134 at 6%; with 50% employer match about $133,134 at 4% or $88,756 at 6%; with 100% employer match about $99,850 at 4% or $66,567 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 162 | - | - | - |
| 2012 | 2 | 153 | $5,067,764 | $676,545 | $4,422iApproximate average salary by contribution assumption: employee only about $110,547 at 4% or $73,698 at 6%; with 50% employer match about $73,698 at 4% or $49,132 at 6%; with 100% employer match about $55,273 at 4% or $36,849 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 91 | $5,067,764 | $676,545 | $7,435iApproximate average salary by contribution assumption: employee only about $185,864 at 4% or $123,909 at 6%; with 50% employer match about $123,909 at 4% or $82,606 at 6%; with 100% employer match about $92,932 at 4% or $61,955 at 6%. |
| Hope Orthopedic Dental and Short Term Disability Plan | - | 153 | - | - | - |
| 2011 | 1 | 79 | $4,014,926 | $597,336 | $7,561iApproximate average salary by contribution assumption: employee only about $189,030 at 4% or $126,020 at 6%; with 50% employer match about $126,020 at 4% or $84,014 at 6%; with 100% employer match about $94,515 at 4% or $63,010 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 79 | $4,014,926 | $597,336 | $7,561iApproximate average salary by contribution assumption: employee only about $189,030 at 4% or $126,020 at 6%; with 50% employer match about $126,020 at 4% or $84,014 at 6%; with 100% employer match about $94,515 at 4% or $63,010 at 6%. |
| 2010 | 1 | 76 | $3,707,613 | $649,231 | $8,543iApproximate average salary by contribution assumption: employee only about $213,563 at 4% or $142,375 at 6%; with 50% employer match about $142,375 at 4% or $94,917 at 6%; with 100% employer match about $106,781 at 4% or $71,188 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 76 | $3,707,613 | $649,231 | $8,543iApproximate average salary by contribution assumption: employee only about $213,563 at 4% or $142,375 at 6%; with 50% employer match about $142,375 at 4% or $94,917 at 6%; with 100% employer match about $106,781 at 4% or $71,188 at 6%. |
| 2009 | 2 | 63 | $3,019,245 | $441,508 | $7,008iApproximate average salary by contribution assumption: employee only about $175,202 at 4% or $116,801 at 6%; with 50% employer match about $116,801 at 4% or $77,867 at 6%; with 100% employer match about $87,601 at 4% or $58,401 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 63 | $3,019,245 | $441,508 | $7,008iApproximate average salary by contribution assumption: employee only about $175,202 at 4% or $116,801 at 6%; with 50% employer match about $116,801 at 4% or $77,867 at 6%; with 100% employer match about $87,601 at 4% or $58,401 at 6%. |
| THE HOPE ORTHOPEDIC GROUP RETIREMENT PLAN | - | 0 | - | - | - |
| 2008 | 2 | 59 | $0 | $0 | - |
| THE WILLAMETTE ORTHOPEDIC GROUP RETIREMENT PLAN | - | 59 | - | - | - |
| The Hope Orthopedic Group Retirement Plan | - | 59 | - | - | - |
| 2007 | 2 | 48 | $0 | $0 | - |
| The Hope Orthopedic Group Retirement Plan | - | 48 | - | - | - |
| THE WILLAMETTE ORTHOPEDIC GROUP RETIREMENT PLAN | - | 48 | - | - | - |
| 2006 | 2 | 37 | $3,518,051 | $316,286 | $8,548iApproximate average salary by contribution assumption: employee only about $213,707 at 4% or $142,471 at 6%; with 50% employer match about $142,471 at 4% or $94,981 at 6%; with 100% employer match about $106,853 at 4% or $71,236 at 6%. |
| The Hope Orthopedic Group Retirement Plan | - | 37 | $2,389,260 | $197,589 | $5,340iApproximate average salary by contribution assumption: employee only about $133,506 at 4% or $89,004 at 6%; with 50% employer match about $89,004 at 4% or $59,336 at 6%; with 100% employer match about $66,753 at 4% or $44,502 at 6%. |
| THE WILLAMETTE ORTHOPEDIC GROUP RETIREMENT PLAN | - | 37 | $1,128,791 | $118,697 | $3,208iApproximate average salary by contribution assumption: employee only about $80,201 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,645 at 6%; with 100% employer match about $40,100 at 4% or $26,734 at 6%. |