Plan Ledger DOL Form 5500 · updated monthly

Orthopedics Northwest PLLC401(k)

ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST · YAKIMA, WA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Orthopedics Northwest PLLC reported $58,638 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,888 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 1 year on file its reported administrative ratio rose from 0.19% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 568th-largest of 1,714 plans among Washington employers on file, and the 2,957th of 11,911 in health care & social assistance. In 2022, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,413,633
Participants with balances112
Active participants78
Employer contributions$303,278
Employee contributions$621,122
Employer contribution per active participant$3,888
Average account balance$244,765
Benefits paid to participants$1,854,240
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$25.8M · 89 accts · $266K emplr
2022$27.4M · 112 accts · $303K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,893
Investment management$42,745
Total administrative$58,638
The Orthopedics Northwest PLLC 401(k) match · 2022
Employer contribution per active participant$3,888
Median for plans this size$2,266
2023$12,670 per active participant
2022$3,888 per active participant

Orthopedics Northwest PLLC's 2022 employer contribution ran above the $2,266 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 history2
2023$57,050 · 0.21%
2022$58,638 · 0.19%
Similar plansHealth Care & Social Assistance · Washington
Lifecenter Northwest WA$28.9M · 0.23%
Skinspirit Essential, LLC WA$28.8M · 0.06%
Unity Care Northwest WA$27.6M · 0.35%
Puget Sound Kidney Centers WA$26.2M · 0.29%
Comprehensive Healthcare WA$25.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912058773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.