Plan Ledger DOL Form 5500 · updated monthly

Bartz_Altadonna Community Health401(k)

BARTZ-ALTADONNA COMMUNITY HEALTH CENTER · LANCASTER, CA · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Bartz_Altadonna Community Health reported $6,691 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $2,141 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,292nd of 9,483), and 4,666th of 5,215 in retail trade. In 2022, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,022,867
Participants with balances68
Active participants136
Employer contributions$291,242
Employee contributions$374,682
Employer contribution per active participant$2,141
Average account balance$29,748
Benefits paid to participants$269,318
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ AND COMPANY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,691
Total administrative$6,691
The Bartz_Altadonna Community Health 401(k) match · 2022
Employer contribution per active participant$2,141
Median for plans this size$1,114

Bartz_Altadonna Community Health's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 history1
2022$6,691 · 0.37%
Same employer
Similar plansRetail Trade · California
Bbb Automotive, LLC CA$2.1M · 1.07%
Ortho Mattress, Inc. CA$2.1M · 0.19%
Sliding Door Company CA$2.1M · 1.11%
Urth Caffe Corporation CA$2.0M · 0.02%
Thistle Health Inc. CA$2.0M · 1.98%
The Woodlands Store, Inc. CA$1.9M · 0.05%
Oso Home Care, Inc. CA$1.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273261289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.