Plan Ledger DOL Form 5500 · updated monthly

Cascadia Health403(b)

CASCADIA HEALTH RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Cascadia Health reported $49,247 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,819 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 0.13% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 229th-largest of 1,021 plans among Oregon employers on file, and the 2,281st of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 939 to 1,150 since 2022.

Plan summary
Net assets, end of year$38,944,164
Participants with balances748
Active participants1,150
Employer contributions$2,092,422
Employee contributions$3,074,863
Employer contribution per active participant$1,819
Average account balance$52,064
Benefits paid to participants$3,598,458
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 748 accts · $2.1M emplr
2023$32.8M · 704 accts · $1.3M emplr
2022$27.5M · 664 accts · $931K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,247
Total administrative$49,247
Employer contributions to the Cascadia Health plan · 2024
Employer contribution per active participant$1,819
Median for plans this size$2,416
2024$1,819 per active participant
2023$1,307 per active participant
2022$992 per active participant

Cascadia Health's 2024 employer contribution ran below the $2,416 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.

Service providers · 20241
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$49,247

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$49,247 · 0.14%
2023$66,218 · 0.22%
2022$33,217 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Santiam Memorial Hospital OR$41.8M · 0.21%
Radiology Associates, P.C. OR$40.5M · 0.28%
Metro West Ambulance, Inc. OR$39.6M · 0.29%
Praxis Health, P.C. OR$34.0M · 0.37%
Lifeworks Nw OR$32.6M · 0.48%
Mosaic Community Health OR$30.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930770054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.