Plan Ledger DOL Form 5500 · updated monthly

Washington Gastroenterology, PLLC401(k)

WAGI 401(K) PLAN · TACOMA, WA · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Washington Gastroenterology, PLLC reported $246,631 in plan administrative expenses for 2022: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,945 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 229th-largest of 1,714 plans among Washington employers on file, and the 1,333rd of 11,911 in health care & social assistance. In 2022, the employer put in $1.44 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$76,763,280
Participants with balances530
Active participants335
Employer contributions$3,331,436
Employee contributions$2,318,899
Employer contribution per active participant$9,945
Average account balance$144,836
Benefits paid to participants$5,160,105
Plan auditUnmodified (clean) audit opinion
AuditorDWYER, PEMBERTON & COULSON, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$76.8M · 530 accts · $3.3M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$91,548
Investment management$9,425
Professional / advisory$145,658
Total administrative$246,631
The Washington Gastroenterology, PLLC 401(k) match · 2022
Employer contribution per active participant$9,945
Median for plans this size$3,449

Washington Gastroenterology, PLLC's 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$246,631 · 0.29%
Similar plansHealth Care & Social Assistance · Washington
Neighborcare Health WA$71.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813051028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.