Plan Ledger DOL Form 5500 · updated monthly

La Clinica Del Valle Family Health Care Center, Inc.403(b)

LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403(B) PLAN · MEDFORD, OR · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

La Clinica Del Valle Family Health Care Center, Inc. reported $55,128 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,796 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 3 years on file its reported administrative ratio has held roughly steady near 0.209%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 293rd-largest of 1,021 plans among Oregon employers on file, and the 2,894th of 11,911 in health care & social assistance. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 435 to 526 since 2022.

Plan summary
Net assets, end of year$28,452,375
Participants with balances429
Active participants526
Employer contributions$944,798
Employee contributions$1,799,129
Employer contribution per active participant$1,796
Average account balance$66,323
Benefits paid to participants$1,245,990
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 429 accts · $945K emplr
2023$24.3M · 412 accts · $793K emplr
2022$20.9M · 424 accts · $690K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,603
Investment management$1,525
Total administrative$55,128
The La Clinica Del Valle Family Health Care Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,796
Median for plans this size$2,416
2024$1,796 per active participant
2023$1,673 per active participant
2022$1,587 per active participant

La Clinica Del Valle Family Health Care Center, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$53,603
NORTHWEST RETIREMENT PLANS INC · Contract administrator · Other services$1,525

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$55,128 · 0.21%
2023$47,161 · 0.21%
2022$45,924 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Grants Pass Clinic, L.L.P. OR$28.7M · 0.12%
Silver Falls Mso, LLC OR$28.6M · 0.54%
Adapt OR$22.8M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943096772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.