Options for Southern Oregon 401(k) match, vesting and fees
What Options for Southern Oregon's 401(k) 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 | Variable Annuity Life Insurance Co | Schedule C ↗ |
| Independent auditor | Jones & Roth, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Options for Southern Oregon: employer contribution per participant | $2,906 | |
| Peer median | $1,337 |
| Options for Southern Oregon: average balance | $54,266 | |
| Peer median | $35,764 |
| Options for Southern Oregon: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.32% |
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 $17.5M at the end of plan year 2021 to $28.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 702 | $28.8M | $1.5M | $2,906 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 674 | $24.1M | $1.3M | $2,611 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 643 | $20.7M | $1.1M | $2,304 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 585 | $17.5M | $1M | $2,160 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Options for Southern Oregon match 401(k) contributions?
The match terms for the Options for Southern Oregon, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,906 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Options for Southern Oregon 401(k) match vested?
The vesting schedule for the Options for Southern Oregon, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Options for Southern Oregon 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Variable Annuity Life Insurance Co. The plan administrator is Options for Southern Oregon, Inc..
I left Options for Southern Oregon. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Options for Southern Oregon, Inc., (541) 476-2373) or the recordkeeper, Variable Annuity Life Insurance Co. The Options for Southern Oregon old 401(k) page lists the contacts from every plan filing. Find an old Options for Southern Oregon 401(k)
Data from the public Form 5500 annual reports Options for Southern Oregon 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 Options for Southern Oregon. Not financial advice. Report a correction · Methodology