Plan Ledger DOL Form 5500 · updated monthly

Bentallgreenoak (U.S.), Limited Partnership401(k)

BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Bentallgreenoak (U.S.), Limited Partnership reported $124,969 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $7,198 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 293rd-largest of 1,714 plans among Washington employers on file, and the 1,487th of 4,798 in finance & insurance. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has shrunk from 280 to 243 since 2022.

Plan summary
Net assets, end of year$58,823,296
Participants with balances343
Active participants243
Employer contributions$1,749,179
Employee contributions$3,813,902
Employer contribution per active participant$7,198
Average account balance$171,496
Benefits paid to participants$6,105,530
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.8M · 343 accts · $1.7M emplr
2023$51.1M · 354 accts · $2.0M emplr
2022$41.1M · 376 accts · $1.8M emplr
The Bentallgreenoak (U.S.), Limited Partnership 401(k) match · 2024
Employer contribution per active participant$7,198
Median for plans this size$3,635
2024$7,198 per active participant
2023$8,108 per active participant
2022$6,454 per active participant

Bentallgreenoak (U.S.), Limited Partnership's 2024 employer contribution ran above the $3,635 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$125,133

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$124,969 · 0.23%
2023$117,211 · 0.25%
2022$123,177 · 0.29%
Same employer
Similar plansFinance & Insurance · Washington
Peoples Bancorp WA$71.7M · 0.12%
Kitsap Bank WA$61.9M · 0.27%
Sound Credit Union WA$58.3M · 0.22%
Remitly, Inc. WA$57.1M · 0.12%
Harborstone Credit Union WA$54.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205300937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.