Plan Ledger DOL Form 5500 · updated monthly

Oregon Museum of Science and Industry403(b)

OREGON MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT PLAN · PORTLAND, OR · plan year 2025

Reported admin expense ratio · 2025
0.19%

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

Oregon Museum of Science and Industry reported $23,802 in plan administrative expenses for 2025: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,166 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 rose from 0.18% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 467th-largest of 1,021 plans among Oregon employers on file, and the 567th of 1,311 in arts, entertainment & recreation. In 2025, employees put in $5.27 for every $1.00 the employer contributed; active participation has grown from 63 to 73 since 2022.

Plan summary
Net assets, end of year$13,351,927
Participants with balances214
Active participants73
Employer contributions$85,113
Employee contributions$448,381
Employer contribution per active participant$1,166
Average account balance$62,392
Benefits paid to participants$1,157,013
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.4M · 214 accts · $85K emplr
2024$11.9M · 210 accts · $85K emplr
2023$11.1M · 213 accts
2022$9.4M · 208 accts · $80K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,802
Total administrative$23,802
Employer contributions to the Oregon Museum of Science and Industry plan · 2025
Employer contribution per active participant$1,166
Median for plans this size$2,666
2025$1,166 per active participant
2024$1,184 per active participant
2022$1,277 per active participant

Oregon Museum of Science and Industry's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA · Recordkeeping · Pension consulting$23,802

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

Administrative cost history4
2025$23,802 · 0.19%
2024$23,191 · 0.20%
2023$18,461 · 0.18%
2022$18,041 · 0.18%
Same employer
Similar plansArts, Entertainment & Recreation · Oregon
Rain the Growth Agency OR$46.3M · 0.20%
Trail Blazers Inc. OR$38.9M · 0.48%
Multnomah Athletic Club OR$27.6M · 0.29%
Portland Art Museum OR$12.4M · 0.21%
Mt. Hood Meadows Oreg., LLC OR$11.6M · 0.42%
Peregrine Sports, LLC OR$10.5M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930402877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.