Stoel Rives 401(k) match, vesting and fees
What Stoel Rives' 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.
| Independent auditor | Geffen Mesher & Company, 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 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Stoel Rives: employer contribution per participant | $7,281 | |
| Peer median | $2,556 |
| Stoel Rives: average balance | $430,047 | |
| Peer median | $100,166 |
| Stoel Rives: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.11% |
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 $601M at the end of plan year 2021 to $560M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,325 | $560M | $9.5M | $7,281 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 1,336 | $537M | $9M | $6,896 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 1,393 | $505M | $8.6M | $6,375 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,372 | $601M | $9.6M | $7,306 | 0.16% | Not published | Form 5500 ↗ |
Other Stoel Rives plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stoel Rives LLP Cash Balance Plan
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 | Principal Bank | Schedule C ↗ |
| Independent auditor | Geffen, Mesher & Company, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Stoel Rives match 401(k) contributions?
The match terms for the Stoel Rives Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $9.5M in employer contributions, about $7,281 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stoel Rives 401(k) match vested?
The vesting schedule for the Stoel Rives Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stoel Rives 401(k)?
The filing names Stoel Rives Retirement Committee as plan administrator; it does not list a recordkeeper.
I left Stoel Rives. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stoel Rives Retirement Committee, (503) 294-9484). The Stoel Rives old 401(k) page lists the contacts from every plan filing. Find an old Stoel Rives 401(k)
Data from the public Form 5500 annual reports Stoel Rives 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 Stoel Rives. Not financial advice. Report a correction · Methodology