Retirement plan

PACIFIC NORTHWEST PUBLISHING, INC. PROFIT SHARING PLAN

Name: PACIFIC NORTHWEST PUBLISHING, INC. - PACIFIC NORTHWEST PUBLISHING, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: PACIFIC NORTHWEST PUBLISHING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC NORTHWEST PUBLISHING, INC. PROFIT SHARING PLAN, PACIFIC NORTHWEST PUBLISHING, INC.

PACIFIC NORTHWEST PUBLISHING, INC.EIN 51-0532241Plan #001PY 2025

21 W 6TH AVE - EUGENE, OR 97401541-345-1490pacificnwpublish.comLinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18M

+18.6% from 2024

Total participants

+6.1% from 2024

Average account balance

$514,183

+11.8% from 2024

Annual return

17.00%

+1.91 pp from 2024

Benchmarks

See 6,136 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,136 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.00M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$514K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

145.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$540K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10046

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$352K

$14651 / participant

Other / not subdivided$352K100.0%

% of EOY assets

1.954%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$514,183

$70,121+633.3%

$63,803+705.9%

$138,895+270.2%

Participation rate

100.0%

77.2%+22.8pp

72.7%+27.3pp

79.9%+20.1pp

Annual return

17.00%

946.48%-929.5pp

543.72%-526.7pp

145.39%-128.4pp

Employer contribution / active EE

$17,299

$2,882+500.2%

$2,532+583.1%

$4,194+312.4%

Participant deferral / active EE

$5,202

$4,535+14.7%

$3,843+35.4%

$6,396-18.7%

Admin fee / account holder

$10,046

$6,738+49.1%

$5,196+93.3%

$12,562-20.0%

PACIFIC NORTHWEST PUBLISHING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC NORTHWEST PUBLISHING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion