Plan Ledger DOL Form 5500 · updated monthly

The Oregon Clinic, P.C.401(k)

THE OREGON CLINIC, P.C. RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The Oregon Clinic, P.C. reported $188,134 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $11,185 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 0.056%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 28th-largest of 1,021 plans among Oregon employers on file, and the 424th of 11,911 in health care & social assistance. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$360,029,169
Participants with balances1,879
Active participants1,334
Employer contributions$14,920,607
Employee contributions$11,379,914
Employer contribution per active participant$11,185
Average account balance$191,607
Benefits paid to participants$24,277,816
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$360.0M · 1,879 accts · $14.9M emplr
2023$312.8M · 1,846 accts · $15.3M emplr
2022$259.7M · 1,640 accts · $13.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,104
Investment management$38,030
Total administrative$188,134
The The Oregon Clinic, P.C. 401(k) match · 2024
Employer contribution per active participant$11,185
Median for plans this size$4,294
2024$11,185 per active participant
2023$11,581 per active participant
2022$10,842 per active participant

The Oregon Clinic, P.C.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$150,029
MULTNOMAH GROUP INC · Investment management$38,030
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,136

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$188,134 · 0.06%
2023$178,290 · 0.06%
2022$162,549 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Asante OR$758.5M · 0.12%
Samaritan Health Services OR$703.3M · 0.07%
The Corvallis Clinic, P.C. OR$124.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931127856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.