Willamette Valley Hospice, Inc.401(k)
WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN · SALEM, OR · plan year 2023
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Willamette Valley Hospice, Inc. reported $2,264 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,933 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 2 years on file its reported administrative ratio rose from 0.12% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (645th of 1,021), and 6,665th of 11,911 in health care & social assistance. In 2023, employees put in $2.32 for every $1.00 the employer contributed; active participation has grown from 110 to 124 since 2022.
Willamette Valley Hospice, Inc.'s 2023 employer contribution ran above the $1,308 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 930738493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.