Plan Ledger DOL Form 5500 · updated monthly

Hematology Oncology Associates, PC401(k)

HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN · MEDFORD, OR · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Hematology Oncology Associates, PC reported $22,792 in plan administrative expenses for 2022: 0.13% of average plan assets, below the peer median. Employer contributions averaged $24,375 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 434th-largest of 1,021 plans among Oregon employers on file, and the 4,493rd of 11,911 in health care & social assistance. In 2022, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,006,749
Participants with balances87
Active participants22
Employer contributions$536,253
Employee contributions$422,821
Employer contribution per active participant$24,375
Average account balance$172,491
Benefits paid to participants$2,083,754
Plan auditUnmodified (clean) audit opinion
AuditorKDP CERTIFIED PUBLIC ACCOUNTANTS,LL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$22,667
Total administrative$22,792
The Hematology Oncology Associates, PC 401(k) match · 2022
Employer contribution per active participant$24,375
Median for plans this size$2,266

Hematology Oncology Associates, PC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,792 · 0.13%
Similar plansHealth Care & Social Assistance · Oregon
Partners in Care OR$15.6M · 0.27%
Umpqua Health, LLC OR$14.9M · 0.02%
Medical Eye Center Inc OR$14.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931272455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.