Plan Ledger DOL Form 5500 · updated monthly

Columbia Corrugated Box Co., Inc.401(k)

COLUMBIA CORRUGATED BOX COMPANY, INC. 401(K) AND PROFIT SHARING PLAN · TUALATIN, OR · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Columbia Corrugated Box Co., Inc. reported $84,595 in plan administrative expenses for 2023: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,960 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 0.16% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 164th-largest of 1,021 plans among Oregon employers on file, and the 2,892nd of 13,661 in manufacturing. In 2023, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,291,075
Participants with balances392
Active participants340
Employer contributions$1,006,271
Employee contributions$1,690,519
Employer contribution per active participant$2,960
Average account balance$143,600
Benefits paid to participants$2,631,510
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4K · $144K emplr
2023$56.3M · 392 accts · $1.0M emplr
2022$48.9M · 394 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$84,595
Total administrative$84,595
The Columbia Corrugated Box Co., Inc. 401(k) match · 2023
Employer contribution per active participant$2,960
Median for plans this size$3,659
2024$3,991 per active participant
2023$2,960 per active participant
2022$3,634 per active participant

Columbia Corrugated Box Co., Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$88,119
WILSHIRE ADVISORS LLC · 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.

Administrative cost history3
2024$60,195 · 0.21%
2023$84,595 · 0.16%
2022$84,483 · 0.16%
Same employer
Similar plansManufacturing · Oregon
Planar Systems, Inc. OR$64.6M · 0.06%
Swanson Group, Inc. OR$64.4M · 0.31%
Epson Portland Inc. OR$56.6M · 0.21%
R.B. Pamplin Corporation OR$52.3M · 0.12%
Collins Pine Company OR$52.3M · 0.04%
Fujimi Corporation OR$48.2M · 0.01%
Farwest Steel Corporation OR$47.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930565177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.