Plan Ledger DOL Form 5500 · updated monthly

Portland Jewish Academy401(k)

PORTLAND JEWISH ACADEMY 401(K) PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.90%

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

Portland Jewish Academy reported $39,759 in plan administrative expenses for 2022: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,522 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Oregon (768th of 1,021), and 2,530th of 3,091 in educational services. In 2022, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,811,343
Participants with balances95
Active participants79
Employer contributions$199,260
Employee contributions$230,749
Employer contribution per active participant$2,522
Average account balance$50,646
Benefits paid to participants$129,858
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$23,540
Total administrative$39,759
The Portland Jewish Academy 401(k) match · 2022
Employer contribution per active participant$2,522
Median for plans this size$1,114

Portland Jewish Academy's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$39,759 · 0.90%
Similar plansEducational Services · Oregon
Multnomah University OR$8.6M · 0.37%
Western Seminary OR$5.3M · 0.55%
Serendipity Center, Inc. OR$5.0M · 0.76%
Delphi Schools, Inc. OR$3.7M · 0.57%
Klamath Family Head Start OR$3.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930504473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.