Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Aid Society of Oregon403(b)

THE BOYS AND GIRLS AID SOCIETY OF OREGON DEFINED CONTRIBUTION RET PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Boys & Girls Aid Society of Oregon reported $75 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $674 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 1 year on file its reported administrative ratio fell from 0.003% to 0.002%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (832nd of 1,021), and 2,574th of 3,341 in other services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has shrunk from 100 to 88 since 2022.

Plan summary
Net assets, end of year$3,435,875
Participants with balances118
Active participants88
Employer contributions$59,301
Employee contributions$110,445
Employer contribution per active participant$674
Average account balance$29,118
Benefits paid to participants$100,263
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 118 accts · $59K emplr
2023$3.0M · 116 accts · $56K emplr
2022$2.7M · 121 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75
Total administrative$75
Employer contributions to the Boys & Girls Aid Society of Oregon plan · 2024
Employer contribution per active participant$674
Median for plans this size$1,313
2024$674 per active participant
2023$483 per active participant
2022$563 per active participant

Boys & Girls Aid Society of Oregon's 2024 employer contribution ran below the $1,313 median for plans its size. 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.

Administrative cost history3
2024$75 · 0.00%
2023$75 · 0.00%
2022Not separately reported
Similar plansOther Services · Oregon
Self Enhancement, Inc. OR$6.4M · 1.00%
The High Desert Museum OR$2.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.