Plan Ledger DOL Form 5500 · updated monthly

Columbia Basin Health Association403(b)

COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN · OTHELLO, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Columbia Basin Health Association reported $99,939 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,431 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 0.24% to 0.21%. 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 329th-largest of 1,714 plans among Washington employers on file, and the 1,804th of 11,911 in health care & social assistance. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$52,233,109
Participants with balances642
Active participants501
Employer contributions$2,219,728
Employee contributions$1,908,318
Employer contribution per active participant$4,431
Average account balance$81,360
Benefits paid to participants$1,980,318
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.2M · 642 accts · $2.2M emplr
2023$44.8M · 612 accts · $2.1M emplr
2022$35.8M · 669 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Investment management$74,936
Total administrative$99,939
The Columbia Basin Health Association 401(k) match · 2024
Employer contribution per active participant$4,431
Median for plans this size$2,416
2024$4,431 per active participant
2023$4,492 per active participant
2022$4,240 per active participant

Columbia Basin Health Association's 2024 employer contribution ran above the $2,416 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 · 20243
RANDALL & HURLEY, INC. · Recordkeeping$54,815
MATRIX TRUST COMPANY · Custodial (securities)$16,848
PETERSEN HASTINGS INVESTMENT MGMT · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024RANDALL & HURLEY, INC.
2023RANDALL & HURLEY, INC.

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

Administrative cost history3
2024$99,939 · 0.21%
2023$147,501 · 0.37%
2022$84,335 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Astria Health WA$56.1M · 0.67%
Merrill Gardens, LLC WA$50.4M · 0.58%
Community Health Care WA$48.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910896701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.