Plan Ledger DOL Form 5500 · updated monthly

Douglas County, Inc.401(k)

SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED · WINCHESTER, OR · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Douglas County, Inc. reported $41,908 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,111 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 0.33% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (604th of 1,021), and 9,333rd of 13,661 in manufacturing. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,755,004
Participants with balances178
Active participants131
Employer contributions$145,523
Employee contributions$401,108
Employer contribution per active participant$1,111
Average account balance$49,185
Benefits paid to participants$1,351,113
Plan auditUnmodified (clean) audit opinion
AuditorWICKS EMMETT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 178 accts · $146K emplr
2023$8.5M · 177 accts · $134K emplr
2022$8.1M · 169 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,463
Investment management$22,445
Total administrative$41,908
The Douglas County, Inc. 401(k) match · 2024
Employer contribution per active participant$1,111
Median for plans this size$1,313
2024$1,111 per active participant
2023$1,078 per active participant
2022$1,132 per active participant

Douglas County, Inc.'s 2024 employer contribution ran below the $1,313 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
NORTHWEST QUADRANT, LLC · Investment advisory (participants)$22,445

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$41,908 · 0.48%
2023$27,645 · 0.33%
2022$29,596 · 0.33%
Same employer
Similar plansManufacturing · Oregon
Epic Aircraft LLC OR$8.9M · 0.57%
Richardson Sports Inc. OR$8.9M · 0.18%
C & D Lumber Co., LLC OR$8.9M · 0.38%
Microtec Inc OR$8.8M · 0.21%
Vips Industries Inc OR$8.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930899201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.