Plan Ledger DOL Form 5500 · updated monthly

Greater Oregon Behavioral Health401(k)

GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST · THE DALLES, OR · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Greater Oregon Behavioral Health reported $62,507 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,795 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 1.02% to 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Oregon (642nd of 1,021), and the 1,179th of 2,534 in administrative & support services. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has grown from 106 to 127 since 2022.

Plan summary
Net assets, end of year$7,568,642
Participants with balances189
Active participants127
Employer contributions$608,996
Employee contributions$524,724
Employer contribution per active participant$4,795
Average account balance$40,046
Benefits paid to participants$922,332
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 189 accts · $609K emplr
2023$6.6M · 174 accts · $555K emplr
2022$5.2M · 189 accts · $529K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,295
Investment management$19,111
Audit (IQPA)$23,101
Total administrative$62,507
The Greater Oregon Behavioral Health 401(k) match · 2024
Employer contribution per active participant$4,795
Median for plans this size$1,313
2024$4,795 per active participant
2023$4,825 per active participant
2022$4,989 per active participant

Greater Oregon Behavioral Health's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$20,295
MOSS ADAMS · Accounting / audit$23,101
MORGAN STANLEY GLOBAL · Investment advisory (plan)$19,111

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$62,507 · 0.88%
2023$55,261 · 0.94%
2022$57,081 · 1.02%
Same employer
Similar plansAdministrative & Support Services · Oregon
Milestone Systems, Inc. OR$28.2M · 0.00%
Cardinal Services, Inc. OR$20.3M · 1.13%
Boly/Welch, Inc. OR$8.0M · 0.65%
Real Benefits Group, Inc. OR$5.7M · 1.77%
Avanti Destinations, LLC OR$5.7M · 0.38%
All Peo, Inc. OR$4.7M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931144014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.