Plan Ledger DOL Form 5500 · updated monthly

Portland Art Museum401(k)

PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN · PORTLAND, OR · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Portland Art Museum reported $23,819 in plan administrative expenses for 2025: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,734 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 4 years on file its reported administrative ratio has held roughly steady near 0.212%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 486th-largest of 1,021 plans among Oregon employers on file, and the 593rd of 1,311 in arts, entertainment & recreation. In 2025, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 93 to 128 since 2022.

Plan summary
Net assets, end of year$12,439,839
Participants with balances151
Active participants128
Employer contributions$349,951
Employee contributions$796,182
Employer contribution per active participant$2,734
Average account balance$82,383
Benefits paid to participants$429,804
Plan auditUnmodified (clean) audit opinion
AuditorGARY MCGEE & COMPANY LLP
Plan history4
Yearassets · accounts · employer contribution
2025$12.4M · 151 accts · $350K emplr
2024$10.0M · 135 accts · $292K emplr
2023$8.1M · 125 accts · $246K emplr
2022$6.7M · 117 accts · $215K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,342
Investment management$21,477
Total administrative$23,819
The Portland Art Museum 401(k) match · 2025
Employer contribution per active participant$2,734
Median for plans this size$2,666
2025$2,734 per active participant
2024$2,629 per active participant
2023$2,645 per active participant
2022$2,315 per active participant

Portland Art Museum's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ASCENSUS LLC · Loan processing · Recordkeeping$2,342
ALERA INVESTMENT ADVISORS · Investment advisory (plan)$21,477

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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

Administrative cost history4
2025$23,819 · 0.21%
2024$20,065 · 0.22%
2023$19,265 · 0.26%
2022$15,561 · 0.21%
Same employer
Similar plansArts, Entertainment & Recreation · Oregon
Rain the Growth Agency OR$46.3M · 0.20%
Trail Blazers Inc. OR$38.9M · 0.48%
Multnomah Athletic Club OR$27.6M · 0.29%
Mt. Hood Meadows Oreg., LLC OR$11.6M · 0.42%
Peregrine Sports, LLC OR$10.5M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930391604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.