Plan Ledger DOL Form 5500 · updated monthly

Alderson Convalescent Hospital401(k)

ALDERSON CONVALESCENT HOSPITAL 401(K) PROFIT SHARING PLAN & TRUST · WOODLAND, CA · plan year 2022

Reported admin expense ratio · 2022
0.82%

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

Alderson Convalescent Hospital reported $9,586 in plan administrative expenses for 2022: 0.82% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 7 years on file its reported administrative ratio rose from 0.65% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,794th of 9,483), and 10,836th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,073,082
Participants with balances71
Active participants128
Employer contributions$0
Employee contributions$82,426
Employer contribution per active participant$0
Average account balance$15,114
Benefits paid to participants$97,505
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2022$1.1M · 71 accts
2016$1.0M · 35 accts
2015$1.0M · 35 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,477
Investment management$5,109
Total administrative$9,586
The Alderson Convalescent Hospital 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Alderson Convalescent Hospital's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2022$9,586 · 0.82%
2016$1,200 · 0.12%
2015$6,270 · 0.65%
Similar plansHealth Care & Social Assistance · California
Quality Group Homes Inc CA$1.1M · 1.49%
Inland Respite, Inc. CA$1.0M · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942467134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.