Plan Ledger DOL Form 5500 · updated monthly

Behavioral Health Resources403(b)

BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN · OLYMPIA, WA · plan year 2024

Employer contribution per participant · 2024
$3,052

Behavioral Health Resources's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $5,557,222 across 328 participant accounts, with employer contributions averaging $3,052 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,316th of 1,714), and 7,605th of 11,911 in health care & social assistance. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has shrunk from 158 to 141 since 2022.

Plan summary
Net assets, end of year$5,557,222
Participants with balances328
Active participants141
Employer contributions$430,306
Employee contributions$374,646
Employer contribution per active participant$3,052
Average account balance$16,943
Benefits paid to participants$350,437
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON, STONE & PAGANO P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 328 accts · $430K emplr
2023$4.6M · 327 accts · $416K emplr
2022$3.5M · 309 accts · $370K emplr
Employer contributions to the Behavioral Health Resources plan · 2024
Employer contribution per active participant$3,052
Median for plans this size$1,313
2024$3,052 per active participant
2023$2,828 per active participant
2022$2,344 per active participant

Behavioral Health Resources's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansHealth Care & Social Assistance · Washington
Columbia Wellness WA$5.7M · 0.87%
Millennium Advisors, Inc. WA$5.7M · 1.21%
Buron, Inc. WA$5.6M · 0.80%
Broughton Dunn PLLC WA$5.3M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910666889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.