Plan Ledger DOL Form 5500 · updated monthly

Oregon Tool, Inc.401(k)

OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Oregon Tool, Inc. reported $88,244 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,391 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 $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other manufacturing employers. By assets it is the 43rd-largest of 1,021 plans among Oregon employers on file, and the 982nd of 13,661 in manufacturing. In 2022, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$254,434,109
Participants with balances2,324
Active participants1,285
Employer contributions$4,357,979
Employee contributions$8,467,594
Employer contribution per active participant$3,391
Average account balance$109,481
Benefits paid to participants$35,618,639
Plan auditUnmodified (clean) audit opinion
AuditorKBF CPAS LLP
Administrative expenses, itemized · 2022
Investment management$96,319
Total administrative$88,244
The Oregon Tool, Inc. 401(k) match · 2022
Employer contribution per active participant$3,391
Median for plans this size$4,065

Oregon Tool, Inc.'s 2022 employer contribution ran below the $4,065 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$88,244 · 0.03%
Similar plansManufacturing · Oregon
Hampton Resources, Inc. OR$313.9M · 0.06%
Detroit Diesel Corporation OR$303.2M · 0.03%
A-Dec, Inc. OR$248.7M · 0.07%
Roseburg Forest Products Co. OR$223.8M · 0.16%
Cascade Corporation OR$205.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630780521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.