Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of the Columbia Willamette Inc403(b)

PLANNED PARENTHOOD COLUMBIA WILLAMETTE 403(B) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Planned Parenthood of the Columbia Willamette Inc reported $35,844 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,600 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 3 years on file its reported administrative ratio has held roughly steady near 0.245%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 413th-largest of 1,021 plans among Oregon employers on file, and the 4,309th of 11,911 in health care & social assistance. In 2024, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,986,707
Participants with balances331
Active participants269
Employer contributions$430,323
Employee contributions$1,356,709
Employer contribution per active participant$1,600
Average account balance$48,298
Benefits paid to participants$856,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 331 accts · $430K emplr
2023$13.3M · 250 accts · $317K emplr
2022$10.9M · 247 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,757
Total administrative$35,844
Employer contributions to the Planned Parenthood of the Columbia Willamette Inc plan · 2024
Employer contribution per active participant$1,600
Median for plans this size$2,416
2024$1,600 per active participant
2023$1,183 per active participant
2022$1,224 per active participant

Planned Parenthood of the Columbia Willamette Inc'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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,757

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$35,844 · 0.24%
2023$29,769 · 0.25%
2022$24,645 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Partners in Care OR$15.6M · 0.27%
Umpqua Health, LLC OR$14.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 936031270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.