Plan Ledger DOL Form 5500 · updated monthly

Bonita House, Inc.DC plan

403(B) THRIFT PLAN OF BONITA HOUSE, INC. · BERKELEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Bonita House, Inc. reported $1,271 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,591 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 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,283rd of 9,483), and 8,348th of 11,911 in health care & social assistance. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 69 to 95 since 2022.

Plan summary
Net assets, end of year$4,286,744
Participants with balances126
Active participants95
Employer contributions$151,180
Employee contributions$225,536
Employer contribution per active participant$1,591
Average account balance$34,022
Benefits paid to participants$306,265
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 126 accts · $151K emplr
2023$3.6M · 111 accts · $108K emplr
2022$3.5M · 118 accts · $106K emplr
Employer contributions to the Bonita House, Inc. plan · 2024
Employer contribution per active participant$1,591
Median for plans this size$1,313
2024$1,591 per active participant
2023$1,514 per active participant
2022$1,533 per active participant

Bonita House, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,663

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,271 · 0.03%
2023$475 · 0.01%
2022$865 · 0.02%
Similar plansHealth Care & Social Assistance · California
Anx Home Healthcare CA$4.3M · 1.43%
T. E. R. I., Inc. CA$4.3M · 0.11%
Casa Pacifica CA$4.2M · 1.11%
Rescue Mission Alliance CA$4.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941735133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.