Plan Ledger DOL Form 5500 · updated monthly

Surgery Center of Southern Oregon, L.L.C.401(k)

SURGERY CENTER OF SOUTHERN OREGON, L.L.C. 401(K) PROFIT SHARING PLAN & TRUST · MEDFORD, OR · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Surgery Center of Southern Oregon, L.L.C. reported $17,079 in plan administrative expenses for 2022: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,592 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 (767th of 1,021), and 8,004th of 11,911 in health care & social assistance. In 2022, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,825,841
Participants with balances94
Active participants97
Employer contributions$154,421
Employee contributions$339,764
Employer contribution per active participant$1,592
Average account balance$51,339
Benefits paid to participants$1,752,496
Plan auditDisclaimer of opinion
AuditorREID, HANNA, JOHNSON & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,871
Investment management$13,208
Total administrative$17,079
The Surgery Center of Southern Oregon, L.L.C. 401(k) match · 2022
Employer contribution per active participant$1,592
Median for plans this size$1,114

Surgery Center of Southern Oregon, L.L.C.'s 2022 employer contribution ran above 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$17,079 · 0.29%
Similar plansHealth Care & Social Assistance · Oregon
St. Mary's Home OR$5.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931189291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.