Plan Ledger DOL Form 5500 · updated monthly

Oregon Emergency Physicians P.C.401(k)

OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Oregon Emergency Physicians P.C. reported $37,096 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $34,929 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 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 93rd-largest of 1,021 plans among Oregon employers on file, and the 986th of 11,911 in health care & social assistance. In 2024, the employer put in $1.56 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$114,600,471
Participants with balances132
Active participants100
Employer contributions$3,492,861
Employee contributions$2,236,348
Employer contribution per active participant$34,929
Average account balance$868,185
Benefits paid to participants$5,689,059
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,030
Investment management$34,343
Total administrative$37,096
The Oregon Emergency Physicians P.C. 401(k) match · 2024
Employer contribution per active participant$34,929
Median for plans this size$3,635

Oregon Emergency Physicians P.C.'s 2024 employer contribution ran above the $3,635 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 · 20243
VANGUARD GROUP INC. · Recordkeeping · Consulting$2,171
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants) · Investment management$19,691
VANGUARD ADVISERS INC. · Investment advisory (participants)$15,247

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

Administrative cost history1
2024$37,096 · 0.03%
Similar plansHealth Care & Social Assistance · Oregon
The Corvallis Clinic, P.C. OR$124.5M · 0.10%
Tuality Healthcare OR$120.4M · 0.32%
Salem Clinic, P.C. OR$118.9M · 0.01%
Grande Ronde Hospital Inc. OR$118.3M · 0.02%
Mid-Columbia Medical Center OR$101.4M · 0.15%
Life Flight Network, LLC OR$99.1M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931162516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.