Plan Ledger DOL Form 5500 · updated monthly

Woodburn Nursery & Azaleas, Inc.401(k)

WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN AND TRUST · WOODBURN, OR · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Woodburn Nursery & Azaleas, Inc. reported $64,092 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $5,376 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 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 374th-largest of 1,021 plans among Oregon employers on file, and the 261st of 945 in agriculture, forestry & fishing. In 2024, the employer put in $1.51 for every $1.00 employees contributed themselves; active participation has grown from 114 to 134 since 2022.

Plan summary
Net assets, end of year$18,838,792
Participants with balances152
Active participants134
Employer contributions$720,337
Employee contributions$477,945
Employer contribution per active participant$5,376
Average account balance$123,939
Benefits paid to participants$159,366
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 152 accts · $720K emplr
2023$16.1M · 146 accts · $644K emplr
2022$13.4M · 124 accts · $558K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,233
Investment management$32,859
Total administrative$64,092
The Woodburn Nursery & Azaleas, Inc. 401(k) match · 2024
Employer contribution per active participant$5,376
Median for plans this size$2,416
2024$5,376 per active participant
2023$4,914 per active participant
2022$4,893 per active participant

Woodburn Nursery & Azaleas, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$31,233
DESCHUTES PORTFOLIO STRATEGY L · Investment advisory (plan)$32,859

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$64,092 · 0.37%
2023$57,186 · 0.39%
2022$50,835 · 0.35%
Same employer
Similar plansAgriculture, Forestry & Fishing · Oregon
Dlf USA Inc. OR$24.9M · 0.39%
Acm Human Resources, LLC OR$20.7M · 0.34%
Pratum Co-Op Warehouse OR$17.4M · 0.31%
Marion AG Service, Inc OR$16.5M · 0.56%
Smith Seed Services, LLC OR$15.8M · 0.32%
Beef Northwest Feeders LLC OR$15.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931074688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.