Plan Ledger DOL Form 5500 · updated monthly

California Psychiatric Transitions401(k)

CALIFORNIA PSYCHIATRIC TRANSITIONS 401(K) & PS PLAN · DELHI, CA · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

California Psychiatric Transitions reported $9,754 in plan administrative expenses for 2022: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,218 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 (8,277th of 9,483), and 9,988th of 11,911 in health care & social assistance. In 2022, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,075,949
Participants with balances75
Active participants167
Employer contributions$203,342
Employee contributions$337,030
Employer contribution per active participant$1,218
Average account balance$27,679
Benefits paid to participants$69,648
Plan auditUnmodified (clean) audit opinion
AuditorGRIMBLEBY COLEMAN ADVISORS & ACCOUN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,340
Investment management$8,414
Total administrative$9,754
The California Psychiatric Transitions 401(k) match · 2022
Employer contribution per active participant$1,218
Median for plans this size$1,114

California Psychiatric Transitions's 2022 employer contribution ran above 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$9,754 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · California
Jonbec Care, Inc. CA$2.1M · 0.79%
Becoming Independent CA$2.1M · 1.12%
Luna Care Inc. CA$2.0M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770467252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.