Plan Ledger DOL Form 5500 · updated monthly

St. Mary's Home403(b)

ST MARYS HOME 403B PLAN · BEAVERTON, OR · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

St. Mary's Home reported $755 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $924 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 health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (756th of 1,021), and 7,911th of 11,911 in health care & social assistance. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,990,862
Participants with balances98
Active participants104
Employer contributions$96,068
Employee contributions$164,597
Employer contribution per active participant$924
Average account balance$50,927
Benefits paid to participants$199,574
Plan auditUnmodified (clean) audit opinion
AuditorGARY MCGEE & CO. LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$755
Total administrative$755
Employer contributions to the St. Mary's Home plan · 2022
Employer contribution per active participant$924
Median for plans this size$1,114

St. Mary's Home's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$755 · 0.02%
Similar plansHealth Care & Social Assistance · Oregon

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930391626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.