Plan Ledger DOL Form 5500 · updated monthly

Asian Health Services403(b)

ASIAN HEALTH SERVICES 403(B) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Asian Health Services reported $104,295 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,781 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 0.18% to 0.11%. 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 989th-largest of 9,483 plans among California employers on file, and the 1,094th of 11,911 in health care & social assistance. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has grown from 582 to 672 since 2022.

Plan summary
Net assets, end of year$101,360,311
Participants with balances953
Active participants672
Employer contributions$1,868,770
Employee contributions$4,276,441
Employer contribution per active participant$2,781
Average account balance$106,359
Benefits paid to participants$2,577,121
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$101.4M · 953 accts · $1.9M emplr
2023$84.6M · 887 accts · $1.7M emplr
2022$68.1M · 862 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,295
Total administrative$104,295
Employer contributions to the Asian Health Services plan · 2024
Employer contribution per active participant$2,781
Median for plans this size$3,635
2024$2,781 per active participant
2023$2,633 per active participant
2022$2,784 per active participant

Asian Health Services'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
TIAA · Recordkeeping · Pension consulting$104,130

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$104,295 · 0.11%
2023$128,496 · 0.17%
2022$129,270 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · California
Packard Medical Group, Inc. CA$102.6M · 0.03%
Cottage Health CA$102.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942235908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.