Plan Ledger DOL Form 5500 · updated monthly

Odd Fellows Home of California403(b)

THE MEADOWS OF NAPA VALLEY & SARATOGA RETIREMENT COMMUNITY 403(B) PLAN · MEDFORD, OR · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Odd Fellows Home of California reported $94,643 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,028 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 0.76% to 0.62%. 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 405th-largest of 1,021 plans among Oregon employers on file, and the 4,235th of 11,911 in health care & social assistance. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,372,357
Participants with balances411
Active participants535
Employer contributions$549,948
Employee contributions$1,302,291
Employer contribution per active participant$1,028
Average account balance$39,835
Benefits paid to participants$1,651,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 411 accts · $550K emplr
2023$14.4M · 406 accts · $544K emplr
2022$11.3M · 385 accts · $500K emplr
Administrative expenses, itemized · 2024
Investment management$94,643
Total administrative$94,643
The Odd Fellows Home of California 401(k) match · 2024
Employer contribution per active participant$1,028
Median for plans this size$2,416
2024$1,028 per active participant
2023$995 per active participant
2022$992 per active participant

Odd Fellows Home of California's 2024 employer contribution ran below the $2,416 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$94,645
PENSIONMARK FINANCIAL GROUP LLC · Contract administrator$49,459

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$94,643 · 0.62%
2023$85,068 · 0.66%
2022$91,133 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Oregon Food Bank OR$17.5M · 0.08%
Partners in Care OR$15.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941251113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.