Plan Ledger DOL Form 5500 · updated monthly

Camino Health Center403(b)

CAMINO HEALTH CENTER RETIREMENT PLAN · SAN JUAN CAPISTRANO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Camino Health Center reported $2,341 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,548 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 fell from 0.03% to 0.02%. 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 among the smaller plans on file in California (5,093rd of 9,483), and the 5,313th of 11,911 in health care & social assistance. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 100 to 121 since 2022.

Plan summary
Net assets, end of year$11,431,236
Participants with balances189
Active participants121
Employer contributions$429,270
Employee contributions$593,780
Employer contribution per active participant$3,548
Average account balance$60,483
Benefits paid to participants$413,140
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 189 accts · $429K emplr
2023$9.5M · 178 accts · $387K emplr
2022$8.6M · 154 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,341
Total administrative$2,341
Employer contributions to the Camino Health Center plan · 2024
Employer contribution per active participant$3,548
Median for plans this size$2,416
2024$3,548 per active participant
2023$3,489 per active participant
2022$4,208 per active participant

Camino Health Center's 2024 employer contribution ran above the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$2,341

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$2,341 · 0.02%
2023$2,120 · 0.02%
2022$2,398 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · California
Red Oaks Medical Group CA$11.8M · 0.91%
Westmont Living, Inc. CA$11.7M · 1.54%
Lifemoves CA$11.7M · 0.21%
Brethren Hillcrest Homes CA$11.3M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330574214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.