Plan Ledger DOL Form 5500 · updated monthly

Oregon Brewing Company401(k)

OREGON BREWING CO. 401K PROFIT SHARING PLAN · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Oregon Brewing Company reported $19,877 in plan administrative expenses for 2023: 0.37% of average plan assets, below the peer median. Employer contributions averaged $1,089 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 rose from 0.36% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (710th of 1,021), and 10,723rd of 13,661 in manufacturing. In 2023, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,924,926
Participants with balances143
Active participants178
Employer contributions$193,778
Employee contributions$401,174
Employer contribution per active participant$1,089
Average account balance$41,433
Benefits paid to participants$492,919
Plan auditUnmodified (clean) audit opinion
AuditorBJORKLUND & MONTPLAISIR
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 122 accts · $93K emplr
2023$5.9M · 143 accts · $194K emplr
2022$4.7M · 142 accts · $205K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,711
Investment management$18,166
Total administrative$19,877
The Oregon Brewing Company 401(k) match · 2023
Employer contribution per active participant$1,089
Median for plans this size$1,308
2024$557 per active participant
2023$1,089 per active participant
2022$1,117 per active participant

Oregon Brewing Company's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FOSTER & WOOD · Recordkeeping · Trustee$18,166
ADP, INC. · Loan processing · Recordkeeping$1,710
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, FOSTER & WOOD
2023ADP, FOSTER & WOOD

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

Administrative cost history3
2024$23,134 · 0.40%
2023$19,877 · 0.37%
2022$18,023 · 0.36%
Same employer
Similar plansManufacturing · Oregon
Gk Machine, Inc. OR$6.5M · 0.91%
Ever Fresh Fruit Company OR$6.5M · 0.43%
The Townshend Group, LLC OR$6.4M · 0.39%
Evans Components Inc OR$6.3M · 0.81%
King Retail Solutions OR$5.8M · 0.90%
Bowtech, LLC OR$5.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930996650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.