Plan Ledger DOL Form 5500 · updated monthly

Avenal Community Health Center403(b)

AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN · LEMOORE, CA · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Avenal Community Health Center reported $7,792 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $807 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 3 years on file its reported administrative ratio has held roughly steady near 0.132%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,969th of 9,483), and 6,391st of 11,911 in health care & social assistance. In 2023, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,133,423
Participants with balances296
Active participants464
Employer contributions$374,639
Employee contributions$831,191
Employer contribution per active participant$807
Average account balance$27,478
Benefits paid to participants$714,885
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 280 accts · $405K emplr
2023$8.1M · 296 accts · $375K emplr
2022$5.0M · 291 accts · $326K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,792
Total administrative$7,792
Employer contributions to the Avenal Community Health Center plan · 2023
Employer contribution per active participant$807
Median for plans this size$1,308
2024$953 per active participant
2023$807 per active participant
2022$693 per active participant

Avenal Community Health Center's 2023 employer contribution ran below the $1,308 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 · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$7,708

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$10,220 · 0.13%
2023$7,792 · 0.12%
2022$6,311 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · California
The Cedars of Marin CA$8.2M · 0.15%
Youth for Change CA$8.2M · 0.09%
Aldea Inc. CA$8.1M · 0.01%
Madera Community Hospital CA$8.1M · 0.17%
Independent Options, Inc. CA$8.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770425496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.