Plan Ledger DOL Form 5500 · updated monthly

United Homecare Services401(k)

UNITED HOMECARE SERVICES 401(K) PLAN · BEAVERTON, OR · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

United Homecare Services reported $4 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (1,020th of 1,021), and 11,875th of 11,911 in health care & social assistance. In 2022, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,704
Participants with balances13
Active participants143
Employer contributions$2,138
Employee contributions$6,204
Employer contribution per active participant$15
Average account balance$670
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA & ASSOCIATES INC.
Administrative expenses, itemized · 2022
Investment management$4
Total administrative$4
The United Homecare Services 401(k) match · 2022
Employer contribution per active participant$15
Median for plans this size$331

United Homecare Services's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4 · 0.05%
Similar plansHealth Care & Social Assistance · Oregon
Neighborhood House, Inc. OR$857K · 1.05%
Tenfold Senior Living LLC OR$641K · 2.10%
Sincere Home Care LLC NY$10K · 25.82%
Earley & Ross LTD OH$9K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931328534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.