Plan Ledger DOL Form 5500 · updated monthly

California Caregivers Home Hea401(k)

CALIFORNIA CAREGIVERS HOME HEA 401(K) PROFIT SHARING PLAN & TRUST · SACRAMENTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.68%

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

California Caregivers Home Hea reported $10,817 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. Employer contributions averaged $868 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 health care & social assistance employers. By assets it is among the smaller plans on file in California (8,507th of 9,483), and 10,408th of 11,911 in health care & social assistance. In 2022, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,572,593
Participants with balances55
Active participants93
Employer contributions$80,752
Employee contributions$257,202
Employer contribution per active participant$868
Average account balance$28,593
Benefits paid to participants$82,605
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH + BROWN PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,817
Total administrative$10,817
The California Caregivers Home Hea 401(k) match · 2022
Employer contribution per active participant$868
Median for plans this size$1,114

California Caregivers Home Hea's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,817 · 0.68%
Similar plansHealth Care & Social Assistance · California
Friends Outside CA$1.6M · 0.09%
Hired Hands, Inc. CA$1.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800846641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.