Plan Ledger DOL Form 5500 · updated monthly

Barlow Respiratory Hospital401(k)

BARLOW RESPIRATORY HOSPITAL 401(K) RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Barlow Respiratory Hospital reported $119,513 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,691 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 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,956th-largest of 9,483 plans among California employers on file, and the 2,068th of 11,911 in health care & social assistance. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,149,943
Participants with balances624
Active participants435
Employer contributions$735,639
Employee contributions$2,046,188
Employer contribution per active participant$1,691
Average account balance$70,753
Benefits paid to participants$2,633,368
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.1M · 624 accts · $736K emplr
2023$39.6M · 626 accts · $943K emplr
2022$33.6M · 616 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,266
Investment management$61,247
Total administrative$119,513
The Barlow Respiratory Hospital 401(k) match · 2024
Employer contribution per active participant$1,691
Median for plans this size$2,416
2024$1,691 per active participant
2023$2,041 per active participant
2022$1,846 per active participant

Barlow Respiratory Hospital's 2024 employer contribution ran below the $2,416 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
EMPOWER ADVISORY GROUP, LLC · Investment management$61,247

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$119,513 · 0.29%
2023$103,349 · 0.28%
2022$95,616 · 0.30%
Similar plansHealth Care & Social Assistance · California
Kabafusion Holdings, L.L.C. CA$45.4M · 0.89%
Tbh Management, LLC CA$43.2M · 0.28%
Chinese Hospital CA$43.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951647809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.