Plan Ledger DOL Form 5500 · updated monthly

Metropolitan Family Service, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Metropolitan Family Service, Inc. reported $1,458 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $500 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 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (670th of 1,021), and 6,941st of 11,911 in health care & social assistance. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,849,272
Participants with balances147
Active participants363
Employer contributions$181,612
Employee contributions$401,303
Employer contribution per active participant$500
Average account balance$46,594
Benefits paid to participants$403,372
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.8M · 147 accts · $182K emplr
2022$5.1M · 153 accts · $147K emplr
Employer contributions to the Metropolitan Family Service, Inc. plan · 2024
Employer contribution per active participant$500
Median for plans this size$1,313
2024$500 per active participant
2022$449 per active participant

Metropolitan Family Service, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,010

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

Administrative cost history2
2024$1,458 · 0.02%
2022$337 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Ride Connection, Inc. OR$7.3M · 0.50%
Neighborimpact OR$7.2M · 0.40%
Outside In OR$6.7M · 0.10%
Viridian Management Inc OR$6.6M · 0.48%
Viridian Management Inc OR$6.6M · 0.43%
Rose Villa Inc OR$6.5M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930397825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.