Plan Ledger DOL Form 5500 · updated monthly

Brd of Trustees, Ibu of the Pacific National Pension Trust401(k)

INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.23%

Brd of Trustees, Ibu of the Pacific National Pension Trust reported $155,803 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. 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 0.26% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 138th-largest of 1,021 plans among Oregon employers on file, and the 306th of 2,677 in transportation & warehousing. active participation has shrunk from 516 to 293 since 2022.

Plan summary
Net assets, end of year$68,799,718
Participants with balances612
Active participants293
Employer contributions—
Employee contributions$3,509,689
Employer contribution per active participant—
Average account balance$112,418
Benefits paid to participants$6,272,391
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.8M · 612 accts
2023$64.3M · 548 accts
2022$58.1M · 542 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,071
Investment management$40,000
Audit (IQPA)$18,099
Total administrative$155,803
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 · 20244
JOHN HANCOCK TRUST COMPANY, LLC · Participant communication · Loan processing$19,620
VERUS · Investment advisory (plan)$40,000
BENESYS INC · Plan administrator$33,939
MILLER KAPLAN ARASE LLP · Accounting / audit$18,000

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$155,803 · 0.23%
2023$157,030 · 0.26%
2022$144,308 · 0.26%
Similar plansTransportation & Warehousing · Oregon
Xpo Cnw, Inc. OR$1.9B · 0.02%
Xpo Logistics, Inc. OR$715.3M · 0.13%
Columbia Helicopters, Inc. OR$89.0M · 0.07%
Erickson Incorporated OR$67.5M · 0.20%
Sause Bros., Inc. OR$36.2M · 0.12%
Magnate Holdings, LLC OR$34.9M · 0.47%
May Trucking Company OR$25.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930792184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.