Plan Ledger DOL Form 5500 · updated monthly

Chinese Hospital403(b)

CHINESE HOSPITAL 403(B) RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Chinese Hospital reported $4,101 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.010%. 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 2,010th-largest of 9,483 plans among California employers on file, and the 2,109th of 11,911 in health care & social assistance. active participation has grown from 623 to 817 since 2022.

Plan summary
Net assets, end of year$42,978,111
Participants with balances412
Active participants817
Employer contributions—
Employee contributions$3,706,493
Employer contribution per active participant—
Average account balance$104,316
Benefits paid to participants$3,240,179
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.0M · 412 accts
2023$37.9M · 403 accts
2022$30.9M · 395 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,101
Total administrative$4,101
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
COMMERCIAL SUPPORT SERVICES · Contract administrator$2,717
LINCOLN NATIONAL CORPORATION · Contract administrator$1,384

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

Administrative cost history3
2024$4,101 · 0.01%
2023$2,608 · 0.01%
2022$3,279 · 0.01%
All plans at this employer2
CHINESE HOSPITAL 401(A) RETIREMENT PLAN & TRUSTProfit-sharing plan
CHINESE HOSPITAL 403(B) RETIREMENT PLAN403(b)
Similar plansHealth Care & Social Assistance · California
Barlow Respiratory Hospital CA$44.1M · 0.29%
Tbh Management, LLC CA$43.2M · 0.28%
Western Health Advantage CA$42.2M · 0.02%
Vista Community Clinic CA$41.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940382780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.