Plan Ledger DOL Form 5500 · updated monthly

Oregon Beverage Recycling Cooperative401(k)

OREGON BEVERAGE RECYCLING COOP 401K PLAN · CLACKAMAS, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Oregon Beverage Recycling Cooperative reported $3,300 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,117 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 3 years on file its reported administrative ratio has held roughly steady near 0.021%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 390th-largest of 1,021 plans among Oregon employers on file, and the 2,119th of 4,246 in wholesale trade. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,487,258
Participants with balances241
Active participants461
Employer contributions$514,855
Employee contributions$859,437
Employer contribution per active participant$1,117
Average account balance$72,561
Benefits paid to participants$869,584
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 241 accts · $515K emplr
2023$14.4M · 245 accts · $499K emplr
2022$11.1M · 221 accts · $436K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,300
Total administrative$3,300
The Oregon Beverage Recycling Cooperative 401(k) match · 2024
Employer contribution per active participant$1,117
Median for plans this size$2,416
2024$1,117 per active participant
2023$982 per active participant
2022$954 per active participant

Oregon Beverage Recycling Cooperative'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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,300

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$3,300 · 0.02%
2023$1,920 · 0.02%
2022$2,370 · 0.02%
Same employer
Similar plansWholesale Trade · Oregon
Z&Z Holding Company, Inc. OR$20.5M · 0.36%
United Tile Co., Inc. OR$17.8M · 0.02%
On Inc. OR$17.5M · 0.07%
Houstons, Inc. OR$16.7M · 0.10%
McDonald Wholesale Co. OR$16.3M · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930961383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.