Plan Ledger DOL Form 5500 · updated monthly

Chinese Community Health Plan401(k)

CHINESE COMMUNITY HEALTH PLAN 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Chinese Community Health Plan reported $39,846 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $4,205 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 1 year on file its reported administrative ratio fell from 0.32% to 0.28%. 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 the 4,290th-largest of 9,483 plans among California employers on file, and the 4,365th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,629,556
Participants with balances204
Active participants112
Employer contributions$470,998
Employee contributions$832,687
Employer contribution per active participant$4,205
Average account balance$76,615
Benefits paid to participants$361,424
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$15.6M · 204 accts · $471K emplr
2023$13.1M · 216 accts · $431K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,846
Total administrative$39,846
The Chinese Community Health Plan 401(k) match · 2024
Employer contribution per active participant$4,205
Median for plans this size$2,416
2024$4,205 per active participant
2023$4,030 per active participant

Chinese Community Health Plan's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$42,155

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

Administrative cost history2
2024$39,846 · 0.28%
2023$38,527 · 0.32%
Similar plansHealth Care & Social Assistance · California
Cogir Management USA, Inc. CA$16.0M · 1.23%
Careonsite Management, Inc. CA$15.9M · 0.54%
Self Help for the Elderly CA$15.9M · 0.01%
Wayfinder Family Services CA$15.7M · 0.65%
Beta Bionics, Inc. CA$15.5M · 0.10%
Visby Medical, Inc. CA$15.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943021419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.