Plan Ledger DOL Form 5500 · updated monthly

Optum Oregon Mso, LLC401(k)

OREGON HEALTHCARE RESOURCES EMPLOYEE SAVINGS PLAN · MINNETONKA, MN · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Optum Oregon Mso, LLC reported $69,604 in plan administrative expenses for 2022: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,003 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 318th-largest of 1,918 plans among Minnesota employers on file, and the 1,232nd of 11,911 in health care & social assistance. In 2022, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,562,211
Participants with balances949
Active participants646
Employer contributions$1,939,876
Employee contributions$3,715,489
Employer contribution per active participant$3,003
Average account balance$90,160
Benefits paid to participants$10,615,264
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$85.6M · 949 accts · $1.9M emplr
The Optum Oregon Mso, LLC 401(k) match · 2022
Employer contribution per active participant$3,003
Median for plans this size$3,449

Optum Oregon Mso, LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$69,604 · 0.07%
Similar plansHealth Care & Social Assistance · Minnesota
Lakeview Clinic, LTD MN$106.1M · 0.30%
Winona Health Services MN$96.7M · 0.17%
Hutchinson Health MN$82.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853355553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.