Plan Ledger DOL Form 5500 · updated monthly

Mid-Willamette Valley Community Action Agency, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Mid-Willamette Valley Community Action Agency, Inc. reported $10,090 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,264 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 0.12% to 0.11%. 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 (540th of 1,021), and the 5,546th of 11,911 in health care & social assistance. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 396 to 522 since 2022.

Plan summary
Net assets, end of year$10,563,460
Participants with balances761
Active participants522
Employer contributions$659,959
Employee contributions$652,743
Employer contribution per active participant$1,264
Average account balance$13,881
Benefits paid to participants$897,443
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 761 accts · $660K emplr
2023$8.5M · 701 accts · $589K emplr
2022$6.8M · 710 accts · $523K emplr
The Mid-Willamette Valley Community Action Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$1,264
Median for plans this size$1,313
2024$1,264 per active participant
2023$1,403 per active participant
2022$1,321 per active participant

Mid-Willamette Valley Community Action Agency, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$14,800

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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Administrative cost history3
2024$10,090 · 0.11%
2023$5,351 · 0.07%
2022$8,103 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Volare Health LLC OR$11.3M · 1.60%
Willamette View, Inc. OR$11.0M · 0.60%
Bend Surgery Center, LLC OR$10.8M · 0.48%
Mercy Flights Incorporated OR$10.4M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237056987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.