Plan Ledger DOL Form 5500 · updated monthly

Childrens Hospital and Research Center at Oakland403(b)

403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Childrens Hospital and Research Center at Oakland reported $604,584 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $53 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 0.147%. 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 310th-largest of 9,483 plans among California employers on file, and the 371st of 11,911 in health care & social assistance. In 2024, employees put in $175.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$430,563,660
Participants with balances4,769
Active participants2,762
Employer contributions$146,612
Employee contributions$25,801,723
Employer contribution per active participant$53
Average account balance$90,284
Benefits paid to participants$32,966,882
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$430.6M · 4,769 accts · $147K emplr
2023$390.6M · 4,707 accts · $1 emplr
2022$350.8M · 4,690 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$604,584
Total administrative$604,584
Employer contributions to the Childrens Hospital and Research Center at Oakland plan · 2024
Employer contribution per active participant$53
Median for plans this size$4,294
2024$53 per active participant
2023$0 per active participant

Childrens Hospital and Research Center at Oakland'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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$603,854
LINCOLN NATIONAL CORPORATION · Contract administrator$50

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

Recordkeeper by year2
2024Fidelity, Transamerica
2023Fidelity, Transamerica

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

Administrative cost history3
2024$604,584 · 0.15%
2023$580,622 · 0.16%
2022$510,075 · 0.15%
All plans at this employer2
403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND403(b)
401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLANDDefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · California
Radnet, Inc. CA$436.6M · 0.22%
Eisenhower Medical Center CA$435.5M · 0.12%
Pih Health, Inc CA$423.3M · 0.15%
Emanate Health CA$418.4M · 0.14%
Torrance Health Association CA$406.1M · 0.12%
Enloe Medical Center CA$402.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940382330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.