Plan Ledger DOL Form 5500 · updated monthly

Dallas Mennonite Retirement Community Inc403(b)

DALLAS RETIREMENT VILLAGE 403(B) RETIREMENT PLAN · DALLAS, OR · plan year 2022

Reported admin expense ratio · 2022
0.75%

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

Dallas Mennonite Retirement Community Inc reported $12,716 in plan administrative expenses for 2022: 0.75% of average plan assets, above the peer median. Employer contributions averaged $239 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (925th of 1,021), and 10,410th of 11,911 in health care & social assistance. In 2022, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,571,239
Participants with balances70
Active participants215
Employer contributions$51,470
Employee contributions$149,828
Employer contribution per active participant$239
Average account balance$22,446
Benefits paid to participants$190,461
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN HUNTER & CO. P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,716
Total administrative$12,716
Employer contributions to the Dallas Mennonite Retirement Community Inc plan · 2022
Employer contribution per active participant$239
Median for plans this size$1,114

Dallas Mennonite Retirement Community Inc's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,716 · 0.75%
Similar plansHealth Care & Social Assistance · Oregon
Jasper Mountain OR$2.0M · 0.72%
Garten Services, Inc. OR$1.7M · 0.37%
Roseburg Therapy LLC OR$1.4M · 0.17%
Do Good Multnomah OR$1.3M · 1.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930415213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.