Plan Ledger DOL Form 5500 · updated monthly

Pendleton Woolen Mills, Inc.401(k)

PENDLETON WOOLEN MILLS, INC. 401(K) AND PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Pendleton Woolen Mills, Inc. reported $59,597 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,739 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 0.03% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 132nd-largest of 1,021 plans among Oregon employers on file, and the 2,447th of 13,661 in manufacturing. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has shrunk from 503 to 443 since 2022.

Plan summary
Net assets, end of year$70,752,355
Participants with balances576
Active participants443
Employer contributions$770,414
Employee contributions$2,267,861
Employer contribution per active participant$1,739
Average account balance$122,834
Benefits paid to participants$7,563,727
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.8M · 576 accts · $770K emplr
2023$65.4M · 644 accts · $843K emplr
2022$56.5M · 621 accts · $724K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,704
Investment management$3,393
Audit (IQPA)$10,500
Total administrative$59,597
The Pendleton Woolen Mills, Inc. 401(k) match · 2024
Employer contribution per active participant$1,739
Median for plans this size$3,635
2024$1,739 per active participant
2023$1,760 per active participant
2022$1,440 per active participant

Pendleton Woolen Mills, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,704
MOSS ADAMS, LLP · Accounting / audit$10,500

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$59,597 · 0.09%
2023$28,705 · 0.05%
2022$18,477 · 0.03%
All plans at this employer2
PENDLETON WOOLEN MILLS, INC. 401(K) AND PROFIT SHARING PLAN401(k)
PENDLETON WOOLEN MILLS 401K SAVINGS PLAN FOR HOURLY PAID EMPLOYEES401(k)
Same employer
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United States Bakery OR$106.9M · 0.20%
Stimson Lumber Company OR$99.5M · 0.08%
Datalogic USA, Inc. OR$94.3M · 0.29%
Vigor Industrial LLC OR$74.4M · 0.17%
Membrane Holdings LLC OR$66.7M · 0.28%
Radisys Corporation OR$64.7M · 0.10%
Planar Systems, Inc. OR$64.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930250770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.