Plan Ledger DOL Form 5500 · updated monthly

Robison Jewish Home401(k)

403(B) THRIFT PLAN OF ROBISON JEWISH HOME · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Robison Jewish Home reported $1,295 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,007 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 0.04% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (871st of 1,021), and 9,501st of 11,911 in health care & social assistance. In 2024, employees put in $7.35 for every $1.00 the employer contributed; active participation has shrunk from 254 to 24 since 2022.

Plan summary
Net assets, end of year$2,683,956
Participants with balances127
Active participants24
Employer contributions$24,165
Employee contributions$177,631
Employer contribution per active participant$1,007
Average account balance$21,134
Benefits paid to participants$379,547
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 127 accts · $24K emplr
2023$2.6M · 147 accts · $28K emplr
2022$2.4M · 142 accts · $21K emplr
The Robison Jewish Home 401(k) match · 2024
Employer contribution per active participant$1,007
Median for plans this size$1,313
2024$1,007 per active participant
2023$118 per active participant
2022$84 per active participant

Robison Jewish Home's 2024 employer contribution ran below the $1,313 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,295

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,295 · 0.05%
2023$537 · 0.02%
2022$1,114 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Family Help and Wellness OR$2.9M · 0.31%
Waterfall Clinic, Inc. OR$2.8M · 0.23%
Willamette Family, Inc. OR$2.7M · 0.13%
Anthem Memory Care, LLC OR$2.6M · 1.95%
Kairos Northwest OR$2.5M · 0.17%
Community Vision, Inc OR$2.5M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.