Plan Ledger DOL Form 5500 · updated monthly

Children's Hospital of Orange County403(b)

CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Children's Hospital of Orange County reported $641,275 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $2,289 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 3 years on file its reported administrative ratio has held roughly steady near 0.118%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 220th-largest of 9,483 plans among California employers on file, and the 294th of 11,911 in health care & social assistance. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 5,197 to 5,939 since 2022.

Plan summary
Net assets, end of year$592,740,803
Participants with balances5,421
Active participants5,939
Employer contributions$13,595,597
Employee contributions$34,450,725
Employer contribution per active participant$2,289
Average account balance$109,342
Benefits paid to participants$30,297,014
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$592.7M · 5,421 accts · $13.6M emplr
2023$498.3M · 5,013 accts · $12.3M emplr
2022$403.7M · 4,664 accts · $11.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$242,056
Investment management$398,619
Total administrative$641,275
Employer contributions to the Children's Hospital of Orange County plan · 2024
Employer contribution per active participant$2,289
Median for plans this size$4,294
2024$2,289 per active participant
2023$2,168 per active participant
2022$2,160 per active participant

Children's Hospital of Orange County's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$242,056
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$398,619

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$641,275 · 0.12%
2023$512,682 · 0.11%
2022$496,180 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · California
Huntington Memorial Hospital CA$619.7M · 0.12%
Valley Children's Hospital CA$611.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952321786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.