Plan Ledger DOL Form 5500 · updated monthly

Deschutes Brewery, Inc.401(k)

DESCHUTES BREWERY, INC. 401(K) PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Deschutes Brewery, Inc. reported $75 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,682 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 0.001% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 264th-largest of 1,021 plans among Oregon employers on file, and the 4,327th of 13,661 in manufacturing. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,521,480
Participants with balances631
Active participants388
Employer contributions$652,715
Employee contributions$1,372,665
Employer contribution per active participant$1,682
Average account balance$49,955
Benefits paid to participants$2,697,136
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES
Plan history3
Yearassets · accounts · employer contribution
2024$31.5M · 631 accts · $653K emplr
2023$27.5M · 650 accts · $702K emplr
2022$23.4M · 643 accts · $673K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75
Total administrative$75
The Deschutes Brewery, Inc. 401(k) match · 2024
Employer contribution per active participant$1,682
Median for plans this size$2,416
2024$1,682 per active participant
2023$1,943 per active participant
2022$1,779 per active participant

Deschutes Brewery, Inc.'s 2024 employer contribution ran below the $2,416 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

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$75 · 0.00%
2023$175 · 0.00%
2022$200 · 0.00%
All plans at this employer2
DESCHUTES BREWERY, INC. 401(K) PLAN401(k)
DESCHUTES BREWERY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Oregon
Rodda Paint Co. OR$35.2M · 0.09%
Dwfritz Automation LLC OR$34.8M · 0.17%
Murphy Company OR$34.7M · 1.10%
Zip-O-Log Mills, Inc. OR$29.9M · 0.08%
Rosboro Company, LLC OR$29.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930972809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.