Plan Ledger DOL Form 5500 · updated monthly

Catlin Gabel School403(b)

CATLIN GABEL SCHOOL RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Catlin Gabel School reported $50,556 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,925 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 0.13% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 171st-largest of 1,021 plans among Oregon employers on file, and the 882nd of 3,091 in educational services. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,497,526
Participants with balances452
Active participants222
Employer contributions$1,093,262
Employee contributions$1,954,476
Employer contribution per active participant$4,925
Average account balance$116,145
Benefits paid to participants$5,526,978
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.5M · 452 accts · $1.1M emplr
2023$49.3M · 451 accts · $951K emplr
2022$43.6M · 479 accts · $936K emplr
Employer contributions to the Catlin Gabel School plan · 2024
Employer contribution per active participant$4,925
Median for plans this size$3,635
2024$4,925 per active participant
2023$4,443 per active participant
2022$4,523 per active participant

Catlin Gabel School's 2024 employer contribution ran above the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$50,556

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

Administrative cost history3
2024$50,556 · 0.10%
2023$194,307 · 0.42%
2022$61,087 · 0.13%
Same employer
Similar plansEducational Services · Oregon
Linfield University OR$135.3M · 0.10%
Education Northwest OR$70.5M · 0.13%
Oregon Episcopal School OR$60.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.