Plan Ledger DOL Form 5500 · updated monthly

Columbia Community Mental Health401(k)

COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN · ST HELENS, OR · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Columbia Community Mental Health reported $29,575 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $2,972 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 0.66% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (537th of 1,021), and the 5,527th of 11,911 in health care & social assistance. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,630,933
Participants with balances261
Active participants197
Employer contributions$585,578
Employee contributions$883,839
Employer contribution per active participant$2,972
Average account balance$40,732
Benefits paid to participants$1,058,602
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 261 accts · $586K emplr
2023$9.1M · 253 accts · $381K emplr
2022$7.5M · 265 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,853
Trustee / custodial$4,722
Total administrative$29,575
The Columbia Community Mental Health 401(k) match · 2024
Employer contribution per active participant$2,972
Median for plans this size$1,313
2024$2,972 per active participant
2023$2,026 per active participant
2022$1,371 per active participant

Columbia Community Mental Health's 2024 employer contribution ran above the $1,313 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 · 20242
THE RETIREMENT PLAN COMPANY · Contract administrator · Recordkeeping$24,853
SCHWAB TRUST · Custodial (securities)$4,722

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

Recordkeeper by year2
2024THE RETIREMENT PLAN COMPANY
2023THE RETIREMENT PLAN COMPANY

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

Administrative cost history3
2024$29,575 · 0.30%
2023$31,416 · 0.38%
2022$46,556 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Volare Health LLC OR$11.3M · 1.60%
Willamette View, Inc. OR$11.0M · 0.60%
Bend Surgery Center, LLC OR$10.8M · 0.48%
Mercy Flights Incorporated OR$10.4M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930644303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.