Plan Ledger DOL Form 5500 · updated monthly

Beverly Anesthesiology, Inc.401(k)

BEVERLY ANESTHESIOLOGY, INC. 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Beverly Anesthesiology, Inc. reported $60,220 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $27,414 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 rose from 0.18% to 0.21%. 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 2,478th-largest of 9,483 plans among California employers on file, and the 2,563rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.71 for every $1.00 employees contributed themselves; active participation has grown from 129 to 169 since 2022.

Plan summary
Net assets, end of year$33,323,401
Participants with balances138
Active participants169
Employer contributions$4,632,915
Employee contributions$2,712,376
Employer contribution per active participant$27,414
Average account balance$241,474
Benefits paid to participants$1,958,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 138 accts · $4.6M emplr
2023$24.2M · 130 accts · $4.3M emplr
2022$14.7M · 126 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,220
Total administrative$60,220
The Beverly Anesthesiology, Inc. 401(k) match · 2024
Employer contribution per active participant$27,414
Median for plans this size$2,416
2024$27,414 per active participant
2023$33,218 per active participant
2022$32,994 per active participant

Beverly Anesthesiology, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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$60,220 · 0.21%
2023$37,944 · 0.20%
2022$21,340 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · California
By the Bay Health CA$34.2M · 0.05%
Wu Yee Children's Services CA$33.8M · 0.22%
MD Imaging Inc. CA$33.1M · 0.29%
International Medical Corps CA$32.9M · 0.11%
Sbcs CA$32.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852768066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.