Plan Ledger DOL Form 5500 · updated monthly

Oregon Oncology Specialists, LLP401(k)

OREGON ONCOLOGY SPECIALISTS, LLP 401(K)PROFIT SHARING PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Oregon Oncology Specialists, LLP reported $33,887 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,260 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 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 233rd-largest of 1,021 plans among Oregon employers on file, and the 2,313th of 11,911 in health care & social assistance. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,201,735
Participants with balances296
Active participants227
Employer contributions$1,647,988
Employee contributions$1,780,719
Employer contribution per active participant$7,260
Average account balance$129,060
Benefits paid to participants$5,740,861
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.2M · 296 accts · $1.6M emplr
2023$34.7M · 333 accts · $1.9M emplr
2022$26.2M · 331 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,887
Total administrative$33,887
The Oregon Oncology Specialists, LLP 401(k) match · 2024
Employer contribution per active participant$7,260
Median for plans this size$2,416
2024$7,260 per active participant
2023$7,869 per active participant
2022$5,472 per active participant

Oregon Oncology Specialists, LLP's 2024 employer contribution ran above the $2,416 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 · 20241

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$33,887 · 0.09%
2023$25,332 · 0.08%
2022$20,360 · 0.07%
Same employer
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Metro West Ambulance, Inc. OR$39.6M · 0.29%
Cascadia Health OR$38.9M · 0.14%
Praxis Health, P.C. OR$34.0M · 0.37%
Lifeworks Nw OR$32.6M · 0.48%
Mosaic Community Health OR$30.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931273254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.