Plan Ledger DOL Form 5500 · updated monthly

Permanente Dental Associates, PC401(k)

PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Permanente Dental Associates, PC reported $1,853 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $24,793 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 0.000% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 67th-largest of 1,021 plans among Oregon employers on file, and the 738th of 11,911 in health care & social assistance. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$164,830,809
Participants with balances243
Active participants168
Employer contributions$4,165,166
Employee contributions$3,537,411
Employer contribution per active participant$24,793
Average account balance$678,316
Benefits paid to participants$7,964,757
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$164.8M · 243 accts · $4.2M emplr
2023$145.7M · 233 accts · $4.1M emplr
2022$125.9M · 231 accts · $4.2M emplr
The Permanente Dental Associates, PC 401(k) match · 2024
Employer contribution per active participant$24,793
Median for plans this size$3,635
2024$24,793 per active participant
2023$24,917 per active participant
2022$25,335 per active participant

Permanente Dental Associates, PC's 2024 employer contribution ran above the $3,635 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 · 20241
VANGUARD GROUP INC. · Recordkeeping · Trustee (directed)$1,853

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$1,853 · 0.00%
2023$176 · 0.00%
2022$202 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Samaritan Health Services OR$703.3M · 0.07%
The Oregon Clinic, P.C. OR$360.0M · 0.06%
The Corvallis Clinic, P.C. OR$124.5M · 0.10%
Tuality Healthcare OR$120.4M · 0.32%
Salem Clinic, P.C. OR$118.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931078042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.