Plan Ledger DOL Form 5500 · updated monthly

Bolsa Medical Group401(k)

BOLSA MEDICAL GROUP RETIREMENT · WESTMINSTER, CA · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Bolsa Medical Group reported $9,000 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $426 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,439th of 9,483), and the 5,679th of 11,911 in health care & social assistance. In 2022, employees put in $11.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,051,137
Participants with balances97
Active participants112
Employer contributions$47,715
Employee contributions$541,736
Employer contribution per active participant$426
Average account balance$103,620
Benefits paid to participants$231,058
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS HORSFALL MURPHY & PINDROH
The Bolsa Medical Group 401(k) match · 2022
Employer contribution per active participant$426
Median for plans this size$2,266

Bolsa Medical Group's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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$9,000 · 0.08%
Similar plansHealth Care & Social Assistance · California
The Trevor Project, Inc. CA$10.3M · 0.26%
Valley Community Healthcare CA$10.3M · 0.63%
Eskaton Properties, Inc. CA$10.1M · 0.42%
Koinonia Foster Homes Inc. CA$10.1M · 0.27%
Creative Alternatives, Inc. CA$10.0M · 0.58%
Baywood Court CA$10.0M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330610575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.