Plan Ledger DOL Form 5500 · updated monthly

Oregon Anesthesiology Group, P.C.401(k)

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Oregon Anesthesiology Group, P.C. reported $181,446 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $52,485 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 0.06% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 25th-largest of 1,021 plans among Oregon employers on file, and the 403rd of 11,911 in health care & social assistance. In 2024, the employer put in $7.97 for every $1.00 employees contributed themselves; active participation has shrunk from 263 to 195 since 2022.

Plan summary
Net assets, end of year$385,779,893
Participants with balances355
Active participants195
Employer contributions$10,234,604
Employee contributions$1,283,890
Employer contribution per active participant$52,485
Average account balance$1,086,704
Benefits paid to participants$54,654,104
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$385.8M · 355 accts · $10.2M emplr
2023$379.1M · 408 accts · $14.1M emplr
2022$350.9M · $14.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,387
Investment management$74,999
Total administrative$181,446
The Oregon Anesthesiology Group, P.C. 401(k) match · 2024
Employer contribution per active participant$52,485
Median for plans this size$4,294
2024$52,485 per active participant
2023$66,401 per active participant
2022$56,829 per active participant

Oregon Anesthesiology Group, P.C.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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 · 20246
EMPOWER ANNUITY INSURANCE COMPANY · Loan processing · Recordkeeping$80,387
ALDRICH WEALTH LIMITED PARTNERSHIP · Investment advisory (plan)$74,999
THE LAM GROUP INC$21,102
SKYLINE FINANCIAL NORTHWEST INC$8,330
TRU INDEPENDENCE ASSET MANAGEMENT$5,341
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,754

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$181,446 · 0.05%
2023$139,909 · 0.04%
2022$249,287 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Asante OR$758.5M · 0.12%
Samaritan Health Services OR$703.3M · 0.07%
The Oregon Clinic, P.C. OR$360.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931013923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.