Plan Ledger DOL Form 5500 · updated monthly

Ampla Health401(k)

AMPLA HEALTH RETIREMENT PLAN · YUBA CITY, CA · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Ampla Health reported $115,424 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,229 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 1 year on file its reported administrative ratio fell from 0.58% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,165th-largest of 9,483 plans among California employers on file, and the 3,221st of 11,911 in health care & social assistance. In 2023, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,330,956
Participants with balances799
Active participants704
Employer contributions$1,569,109
Employee contributions$2,156,215
Employer contribution per active participant$2,229
Average account balance$30,452
Benefits paid to participants$4,455,872
Plan auditUnmodified (clean) audit opinion
AuditorWIPELI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$24.3M · 799 accts · $1.6M emplr
2022$21.3M · 750 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,175
Investment management$109,249
Total administrative$115,424
The Ampla Health 401(k) match · 2023
Employer contribution per active participant$2,229
Median for plans this size$2,440
2023$2,229 per active participant
2022$2,121 per active participant

Ampla Health's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ASSOCIATED PENSION CONSULTANTS · Recordkeeping$59,390
MORGAN STANLEY · Investment management$75,408
JOHN HANCOCK TRUST COMPANY LLC · Contract administrator$22,757

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

Administrative cost history2
2023$115,424 · 0.51%
2022$126,228 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · California
Techsoup Global CA$24.4M · 0.01%
Bay Area Community Health CA$24.1M · 0.14%
Native American Health CA$24.1M · 0.30%
Healthright 360 CA$24.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942210447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.