Plan Ledger DOL Form 5500 · updated monthly

Cascade Pension Tr Money Purchase Board of TrusteesMoney purchase plan

CASCADE PENSION PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Cascade Pension Tr Money Purchase Board of Trustees reported $801,472 in plan administrative expenses for 2024: 0.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,843 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 rose from 0.18% to 0.20%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 24th-largest of 1,021 plans among Oregon employers on file, and the 168th of 5,337 in construction.

Plan summary
Net assets, end of year$425,242,263
Participants with balances4,890
Active participants2,271
Employer contributions$17,810,780
Employee contributions—
Employer contribution per active participant$7,843
Average account balance$86,962
Benefits paid to participants$16,714,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$425.2M · 4,890 accts · $17.8M emplr
2023$374.4M · 4,855 accts · $15.6M emplr
2022$331.2M · 4,431 accts · $14.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,492
Investment management$277,620
Audit (IQPA)$16,148
Trustee / custodial$73,323
Total administrative$801,472
Employer contributions to the Cascade Pension Tr Money Purchase Board of Trustees plan · 2024
Employer contribution per active participant$7,843
Median for plans this size$4,294
2024$7,843 per active participant
2023$6,617 per active participant
2022$7,068 per active participant

Cascade Pension Tr Money Purchase Board of Trustees's 2024 employer contribution ran above the $4,294 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 · 20249
STANDARD FINANCIAL GROUP · Contract administrator · Recordkeeping$39,920
OREGON PACIFIC-CASCADE CHAPTER NECA · Recordkeeping$29,734
QUEST INVESTMENT MANAGEMENT, INC · Investment management$240,000
BENESYS, INC · Contract administrator$108,980
US BANK, NA · Custodial (securities)$59,132
BENNETT HARTMAN MORRIS & KAPLAN · Legal$42,888
JB NIBLEY INSURANCE · Pension consulting$33,375
NATIONAL REAL ESTATE ADVISORS, LLC · Investment management$23,348
PLATFORM CPAS LLP · Accounting / audit$16,148

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

Recordkeeper by year2
2024OREGON PACIFIC-CASCADE CHAPTER NECA, STANDARD FINANCIAL GROUP
2023OREGON PACIFIC-CASCADE CHAPTER NECA, STANDARD FINANCIAL GROUP

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

Administrative cost history3
2024$801,472 · 0.20%
2023$724,429 · 0.21%
2022$636,832 · 0.18%
All plans at this employer2
CASCADE PENSION PLANMoney purchase plan
CASCADE PENSION TRUST401(k)
Similar plansConstruction · Oregon
Weekley Homes TX$413.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 936105946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.