Plan Ledger DOL Form 5500 · updated monthly

Ochin, Inc.401(k)

THE OCHIN 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Ochin, Inc. reported $116,094 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,680 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 0.21% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 114th-largest of 1,021 plans among Oregon employers on file, and the 1,181st of 11,911 in health care & social assistance. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 1,036 to 1,227 since 2022.

Plan summary
Net assets, end of year$90,334,861
Participants with balances1,306
Active participants1,227
Employer contributions$3,288,164
Employee contributions$9,265,321
Employer contribution per active participant$2,680
Average account balance$69,169
Benefits paid to participants$5,055,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.3M · 1,306 accts · $3.3M emplr
2023$70.5M · 1,166 accts · $5.5M emplr
2022$50.5M · 1,081 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,243
Investment management$68,851
Total administrative$116,094
The Ochin, Inc. 401(k) match · 2024
Employer contribution per active participant$2,680
Median for plans this size$3,635
2024$2,680 per active participant
2023$5,369 per active participant
2022$4,601 per active participant

Ochin, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,243
USI ADVISORS INC · Investment advisory (plan)$41,200
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,651

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$116,094 · 0.14%
2023$96,664 · 0.16%
2022$102,955 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Life Flight Network, LLC OR$99.1M · 0.35%
Eye Health Northwest, P.C. OR$92.9M · 0.13%
The Portland Clinic LLP OR$83.6M · 0.18%
Marquis Companies I, Inc. OR$76.6M · 0.41%
Slocum Orthopedics, P.C. OR$73.6M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200195556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.