Oic of Washington retirement plan: assets, participants and fees
What Oic of Washington's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Professional Benefit Services | Schedule C ↗ |
| Independent auditor | Petersen Cpas and Advisors, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Oic of Washington: employer contribution per participant | $3,198 | |
| Peer median | $1,684 |
| Oic of Washington: average balance | $23,220 | |
| Peer median | $62,952 |
| Oic of Washington: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.5M at the end of plan year 2021 to $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $3.8M | $518K | $3,198 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 144 | $3.7M | $473K | $4,150 | 0.50% | Not published | 5500-SF ↗ |
| 2022 | 116 | $3.3M | $346K | $3,061 | 0.49% | Not published | 5500-SF ↗ |
| 2021 | 112 | $3.5M | $291K | $145,255 | 0.51% | Not published | 5500-SF ↗ |
Common questions
Does Oic of Washington match 401(k) contributions?
The match terms for the Oic of Washington Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $518K in employer contributions, about $3,198 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oic of Washington 401(k) match vested?
The vesting schedule for the Oic of Washington Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oic of Washington 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Professional Benefit Services. The plan administrator is Oic of Washington.
I left Oic of Washington. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oic of Washington, (509) 248-6751) or the recordkeeper, Professional Benefit Services. The Oic of Washington old 401(k) page lists the contacts from every plan filing. Find an old Oic of Washington 401(k)
Data from the public Form 5500 annual reports Oic of Washington filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oic of Washington. Not financial advice. Report a correction · Methodology