· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC. — WALTON P.T. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008184440NAL0003209315001
WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.
Form 5500-SF
FILING_RECEIVED
WALTON P.T. 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
18
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.
.
Find decision makers
Plan sponsor
Name
WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.
EIN
93-1273115
Address
4111 MELISSA DRIVE · LAKE OSWEGO, OR · 97034
Phone
(503) 639-2118
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
BALANCED PHYSICAL THERAPY & WELLNESS
BPT 401(K) PLAN
$1.4M · 27 participants
JOINT MOTION, LLC
JOINT MOTION, LLC 401(K) PLAN
$1.4M · 13 participants
DIAMOND PHYSICAL THERAPY ASSOCIATES, P.C.
DIAMOND PHYSICAL THERAPY ASSOCIATES, P.C. 401(K) PLAN
$1.4M · 2 participants
PRESENCELEARNING ETHERAPY SPEECH LA
PRESENCELEARNING ETHERAPY 401(K) PLAN
$1.4M · 271 participants
ROBERT J. ROMALINO, PTPC ADVANCED PHYSICAL THERAPY
ROBERT J. ROMALINO PTPC ADVANCED PHYSICAL THERAPY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 15 participants
MILESTONE THERAPY, INC.
MILESTONE THERAPY, INC. 401(K) PLAN
$1.4M · 87 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
