Plan Ledger DOL Form 5500 · updated monthly

Oregon Catholic Press403(b)

OREGON CATHOLIC PRESS 403(B) PLAN · LAKE OSWEGO, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Oregon Catholic Press reported $58,580 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,377 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 0.20% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 300th-largest of 1,021 plans among Oregon employers on file, and the 785th of 3,341 in other services. In 2024, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,800,436
Participants with balances216
Active participants140
Employer contributions$332,845
Employee contributions$1,029,797
Employer contribution per active participant$2,377
Average account balance$128,706
Benefits paid to participants$2,643,331
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.8M · 216 accts · $333K emplr
2023$25.6M · 233 accts · $633K emplr
2022$23.2M · 242 accts · $830K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,531
Investment management$48,049
Total administrative$58,580
Employer contributions to the Oregon Catholic Press plan · 2024
Employer contribution per active participant$2,377
Median for plans this size$2,416
2024$2,377 per active participant
2023$4,590 per active participant
2022$5,726 per active participant

Oregon Catholic Press's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
DESCHUTES INVESTMENT CONSULTING · Investment advisory (plan)$48,050
CAPITAL GROUP RETIREMENT PLAN SERV$7,788

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$58,580 · 0.22%
2023$54,539 · 0.22%
2022$52,191 · 0.20%
Similar plansOther Services · Oregon
Central City Concern OR$71.5M · 0.14%
Mercy Corps OR$68.8M · 0.18%
Cook Solutions Group OR$25.9M · 0.57%
Oregon Community Foundation OR$21.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930391556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.