Plan Ledger DOL Form 5500 · updated monthly

Pacific Realty Associates, L.P.Profit-sharing plan

PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Pacific Realty Associates, L.P. reported $129,966 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $13,990 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 0.24% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 182nd-largest of 1,021 plans among Oregon employers on file, and the 282nd of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$50,443,194
Participants with balances144
Active participants117
Employer contributions$1,636,862
Employee contributions—
Employer contribution per active participant$13,990
Average account balance$350,300
Benefits paid to participants$4,939,168
Plan auditUnmodified (clean) audit opinion
AuditorDELAP, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$50.4M · 144 accts · $1.6M emplr
2023$49.5M · 143 accts · $1.6M emplr
2022$42.9M · 144 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,766
Investment management$108,200
Trustee / custodial$12,000
Total administrative$129,966
Employer contributions to the Pacific Realty Associates, L.P. plan · 2024
Employer contribution per active participant$13,990
Median for plans this size$2,416
2024$13,990 per active participant
2023$13,947 per active participant
2022$13,021 per active participant

Pacific Realty Associates, L.P.'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 · 20243
U.S. BANK TRUST COMPANY · Recordkeeping · Custodial$12,000
MILLIMAN, INC · Recordkeeping · Consulting$9,641
JAMES MARTIN CONSULTING · Consulting$108,200

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

Recordkeeper by year2
2024Milliman, U.S. BANK TRUST COMPANY
2023Milliman

This plan has changed recordkeepers within these filings. If you left Pacific Realty Associates, L.P. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$129,966 · 0.26%
2023$124,791 · 0.27%
2022$117,074 · 0.24%
Same employer
Similar plansReal Estate & Leasing · Oregon
Vacasa LLC OR$116.1M · 0.23%
The Randall Group, Inc. OR$69.3M · 0.30%
Schnitzer Investment Corp. OR$45.1M · 0.17%
Rightline Equipment, Inc. OR$14.0M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133173299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.