Plan Ledger DOL Form 5500 · updated monthly

The Portland Clinic LLP401(k)

THE PORTLAND CLINIC LLP RETIREMENT PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

The Portland Clinic LLP reported $142,293 in plan administrative expenses for 2022: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,688 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 119th-largest of 1,021 plans among Oregon employers on file, and the 1,252nd of 11,911 in health care & social assistance. In 2022, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,612,746
Participants with balances631
Active participants490
Employer contributions$1,806,961
Employee contributions$2,793,740
Employer contribution per active participant$3,688
Average account balance$132,508
Benefits paid to participants$4,204,176
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$91,460
Investment management$50,833
Total administrative$142,293
The The Portland Clinic LLP 401(k) match · 2022
Employer contribution per active participant$3,688
Median for plans this size$3,449

The Portland Clinic LLP's 2022 employer contribution ran above the $3,449 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$142,293 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Eye Health Northwest, P.C. OR$92.9M · 0.13%
Ochin, Inc. OR$90.3M · 0.14%
Marquis Companies I, Inc. OR$76.6M · 0.41%
Slocum Orthopedics, P.C. OR$73.6M · 0.19%
Bend Memorial Clinic, P.C. OR$61.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930400952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.