Plan Ledger DOL Form 5500 · updated monthly

Southern Oregon Child and Family Council, Inc.DC plan

SOUTHERN OREGON HEAD START RETIREMENT PLAN · CENTRAL POINT, OR · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Southern Oregon Child and Family Council, Inc. reported $9,387 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,823 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 fell from 0.04% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 485th-largest of 1,021 plans among Oregon employers on file, and the 5,027th of 11,911 in health care & social assistance. In 2023, the employer put in $1.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,475,229
Participants with balances669
Active participants384
Employer contributions$700,154
Employee contributions$655,116
Employer contribution per active participant$1,823
Average account balance$18,648
Benefits paid to participants$1,229,535
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 638 accts · $76K emplr
2023$12.5M · 669 accts · $700K emplr
2022$9.9M · 658 accts · $602K emplr
Employer contributions to the Southern Oregon Child and Family Council, Inc. plan · 2023
Employer contribution per active participant$1,823
Median for plans this size$2,440
2024$196 per active participant
2023$1,823 per active participant
2022$1,662 per active participant

Southern Oregon Child and Family Council, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$9,387

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$1,182 · 0.01%
2023$9,387 · 0.08%
2022$3,605 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Albertina Kerr Centers OR$12.7M · 0.37%
Sante Operations, LLC OR$12.0M · 1.36%
Columbia Care Services Inc OR$11.9M · 0.88%
The Springs Living, LLC OR$11.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930564896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.