Plan Ledger DOL Form 5500 · updated monthly

Good Shepherd Health Care System403(b)

GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN · HERMISTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Good Shepherd Health Care System reported $194,701 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $4,085 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 0.24% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 112th-largest of 1,021 plans among Oregon employers on file, and the 1,165th of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 747 to 954 since 2022.

Plan summary
Net assets, end of year$92,473,994
Participants with balances1,224
Active participants954
Employer contributions$3,896,650
Employee contributions$5,710,495
Employer contribution per active participant$4,085
Average account balance$75,551
Benefits paid to participants$6,914,832
Plan auditUnmodified (clean) audit opinion
AuditorDINGUS, ZARECOR & ASSOCIATES, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$92.5M · 1,224 accts · $3.9M emplr
2023$81.8M · 1,130 accts · $3.3M emplr
2022$70.2M · 1,062 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$194,701
Total administrative$194,701
Employer contributions to the Good Shepherd Health Care System plan · 2024
Employer contribution per active participant$4,085
Median for plans this size$3,635
2024$4,085 per active participant
2023$4,041 per active participant
2022$3,978 per active participant

Good Shepherd Health Care System's 2024 employer contribution ran above the $3,635 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 · 20244
KANSAS CITY LIFE INSURANCE COMPANY · Recordkeeping · Insurance services$7,164
LINCOLN NATIONAL CORPORATION · Contract administrator$154,597
MULTNOMAH GROUP, INC. · Consulting$32,400
RELIASTAR LIFE INSURANCE COMPANYindirect comp

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

Recordkeeper by year2
2024KANSAS CITY LIFE INSURANCE COMPANY
2023KANSAS CITY LIFE INSURANCE COMPANY

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

Administrative cost history3
2024$194,701 · 0.22%
2023$193,811 · 0.26%
2022$177,241 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Mid-Columbia Medical Center OR$101.4M · 0.15%
Life Flight Network, LLC OR$99.1M · 0.35%
Eye Health Northwest, P.C. OR$92.9M · 0.13%
Ochin, Inc. OR$90.3M · 0.14%
The Portland Clinic LLP OR$83.6M · 0.18%
Marquis Companies I, Inc. OR$76.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930425580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.