Plan Ledger DOL Form 5500 · updated monthly

Adventist Health System/West, Inc.401(k)

ADVENTIST HEALTH 401(K) PLAN · ROSEVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Adventist Health System/West, Inc. reported $158,859 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,396 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 424th-largest of 9,483 plans among California employers on file, and the 512th of 11,911 in health care & social assistance. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 2,430 to 4,812 since 2022.

Plan summary
Net assets, end of year$286,558,963
Participants with balances5,561
Active participants4,812
Employer contributions$16,340,195
Employee contributions$26,722,090
Employer contribution per active participant$3,396
Average account balance$51,530
Benefits paid to participants$10,800,804
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$286.6M · 5,561 accts · $16.3M emplr
2023$116.4M · 2,946 accts · $9.3M emplr
2022$73.5M · 2,676 accts · $13.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,328
Investment management$89,531
Total administrative$158,859
The Adventist Health System/West, Inc. 401(k) match · 2024
Employer contribution per active participant$3,396
Median for plans this size$3,635
2024$3,396 per active participant
2023$3,584 per active participant
2022$5,570 per active participant

Adventist Health System/West, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FID INV OPS · Loan processing$122,263
STRATEGIC ADVISORS,INC · Investment advisory (plan)$36,895

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$158,859 · 0.08%
2023$67,937 · 0.07%
2022$129,217 · 0.19%
All plans at this employer2
ADVENTIST HEALTH SYSTEM/WEST 403(B) ERISA PLAN403(b)
ADVENTIST HEALTH 401(K) PLAN401(k)
Similar plansHealth Care & Social Assistance · California
1LIFE Healthcare, Inc. CA$307.9M · 0.03%
Natera CA$301.4M · 0.02%
Kpc Global Management, LLC CA$298.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953484589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.