Department of Labor filing

WILLAMETTE VIEW, INC.

WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

56filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,230

Reported employer contributions per active participant.

Higher than about 72% of comparable plans

#People in the filing

255

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$183 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 19% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202456out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions72nd percentileTypical peer $799 · based on 430 comparable plans

Lower reported administrative expense19th percentileTypical peer $93 · based on 456 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WILLAMETTE VIEW, INC. reported $313,628 in employer contributions across the plan and 255 active participants. That works out to $1,230 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 6.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context56/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $313,628
Participant contributions: $721,740
Other contributions: $70,483
Employer share of reported contributions: 30.3%
Beginning assets: $9,322,943
Ending assets: $10,961,786
Ending net assets: $10,961,786
Ending liabilities: $0
Total income: $2,305,240
Total expenses: $666,397
Administrative expenses: $60,798
Participant loans: $97,549

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,151

2023

$1,276

2024

$1,230

Plan-paid administrative expenses per participant

2022

$156

2023

$175

2024

$183

Active participants

2022

225

2023

239

2024

255

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,230	255	11M	20250903114805NAL0015343073001
2023	$1,276	239	9.3M	20240820202044NAL0003145217001
2022	$1,151	225	8.3M	20231002123125NAL0010599683001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 930463816-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2002
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20250903114805NAL0015343073001

Data sourceDOL Form 5500 bulk data ↗

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