Presbyterian Retirement Communities Northwest dba Transforming Age403(b)
TRANSFORMING AGE 403(B) RETIREMENT PLAN · BELLEVUE, WA · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Presbyterian Retirement Communities Northwest dba Transforming Age reported $41,765 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. Employer contributions averaged $5,498 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 1 year on file its reported administrative ratio fell from 0.50% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Washington (956th of 1,714), and the 1,464th of 3,341 in other services. In 2023, employees put in $2.24 for every $1.00 the employer contributed; active participation has shrunk from 812 to 90 since 2022.
Presbyterian Retirement Communities Northwest dba Transforming Age's 2023 employer contribution ran above the $2,440 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Presbyterian Retirement Communities Northwest dba Transforming Age before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 910666887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.