Plan Ledger DOL Form 5500 · updated monthly

Pacific Northwest Ballet401(k)

PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Pacific Northwest Ballet reported $4,036 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,890 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 564th-largest of 1,714 plans among Washington employers on file, and the 335th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 199 to 341 since 2022.

Plan summary
Net assets, end of year$27,709,122
Participants with balances227
Active participants341
Employer contributions$644,428
Employee contributions$864,916
Employer contribution per active participant$1,890
Average account balance$122,067
Benefits paid to participants$1,660,097
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.7M · 227 accts · $644K emplr
2023$24.5M · 198 accts · $608K emplr
2022$21.2M · 188 accts · $571K emplr
Administrative expenses, itemized · 2024
Investment management$5,367
Audit (IQPA)$11,020
Total administrative$4,036
The Pacific Northwest Ballet 401(k) match · 2024
Employer contribution per active participant$1,890
Median for plans this size$2,416
2024$1,890 per active participant
2023$1,642 per active participant
2022$2,871 per active participant

Pacific Northwest Ballet's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CLIFTON LARSON ALLEN · Accounting / audit$11,020
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,367

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$4,036 · 0.02%
2023$2,030 · 0.01%
2022Not separately reported
All plans at this employer2
PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS)401(k)
PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF)401(k)
Same employer
Similar plansArts, Entertainment & Recreation · Washington
La Clippers LLC WA$49.7M · 0.11%
Seattle Symphony Orchestra WA$48.7M · 0.15%
Rick Steves' Europe, Inc. WA$47.4M · 0.00%
Angel of the Winds Casino WA$21.3M · 0.37%
Seattle Art Museum WA$19.6M · 0.01%
Nisqually Red Wind Casino WA$18.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910897129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.