Plan Ledger DOL Form 5500 · updated monthly

Terwilliger Plaza, Inc.401(k)

TERWILLIGER PLAZA 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Terwilliger Plaza, Inc. reported $4,795 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,281 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 3 years on file its reported administrative ratio has held roughly steady near 0.090%. 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 (727th of 1,021), and 7,571st of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 122 to 169 since 2022.

Plan summary
Net assets, end of year$5,620,032
Participants with balances224
Active participants169
Employer contributions$216,480
Employee contributions$406,603
Employer contribution per active participant$1,281
Average account balance$25,089
Benefits paid to participants$660,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 224 accts · $216K emplr
2023$5.0M · 172 accts · $187K emplr
2022$3.9M · 155 accts · $179K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,795
Total administrative$4,795
The Terwilliger Plaza, Inc. 401(k) match · 2024
Employer contribution per active participant$1,281
Median for plans this size$1,313
2024$1,281 per active participant
2023$1,518 per active participant
2022$1,469 per active participant

Terwilliger Plaza, Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$29,001

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$4,795 · 0.09%
2023$2,944 · 0.07%
2022$3,661 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Capital Manor, Inc. OR$6.1M · 0.90%
New Narrative OR$5.7M · 0.64%
Caring Places Management OR$5.5M · 2.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930477890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.