Plan Ledger DOL Form 5500 · updated monthly

Pacificorp401(k)

PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Pacificorp reported $2,601,665 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10,733 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 0.13% to 0.15%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other utilities employers. By assets it is the 7th-largest of 1,021 plans among Oregon employers on file, and the 31st of 412 in utilities. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,770,914,112
Participants with balances7,199
Active participants5,334
Employer contributions$57,247,481
Employee contributions$58,509,530
Employer contribution per active participant$10,733
Average account balance$245,994
Benefits paid to participants$185,030,016
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8B · 7,199 accts · $57.2M emplr
2023$1.6B · 7,061 accts · $49.5M emplr
2022$1.4B · 6,940 accts · $46.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$292,442
Investment management$2,209,052
Audit (IQPA)$53,000
Total administrative$2,601,665
The Pacificorp 401(k) match · 2024
Employer contribution per active participant$10,733
Median for plans this size$5,259
2024$10,733 per active participant
2023$9,522 per active participant
2022$9,361 per active participant

Pacificorp's 2024 employer contribution ran above the $5,259 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 · 20249
GREAT-WEST LIFE & ANNUITY INS CO · Recordkeeping · Custodial$676,841
ADVISED ASSETS GROUP, LLC · Investment advisory (participants)$1,145,979
JPMORGAN CHASE BANK, N.A. · Investment management$294,221
PIMCO · Investment management$178,871
INVESCO · Investment management$150,094
MOSS ADAMS LLP · Accounting / audit$53,000
AON INVESTMENTS USA INC · Consulting$46,250
JACKSON LEWIS PC · Legal$33,174
WILLIS TOWERS WATSON · Consulting$12,962

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

Recordkeeper by year2
2024GREAT-WEST LIFE & ANNUITY INS CO
2023GREAT-WEST LIFE & ANNUITY INS CO

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,601,665 · 0.15%
2023$2,146,842 · 0.14%
2022$2,128,772 · 0.13%
Same employer
Similar plansUtilities · Oregon
Wec Energy Group, Inc. WI$2.2B · 0.04%
Nisource Inc IN$2.0B · 0.00%
Evergy, Inc. MO$1.7B · 0.08%
Puget Sound Energy, Inc. WA$1.3B · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930246090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.