Plan Ledger DOL Form 5500 · updated monthly

City of Hope Medical Group, Inc.401(k)

CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN · DUARTE, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

City of Hope Medical Group, Inc. reported $264,534 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $45,414 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 0.09% to 0.08%. 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 335th-largest of 9,483 plans among California employers on file, and the 401st of 11,911 in health care & social assistance. In 2024, the employer put in $5.75 for every $1.00 employees contributed themselves; active participation has grown from 528 to 627 since 2022.

Plan summary
Net assets, end of year$387,199,107
Participants with balances710
Active participants627
Employer contributions$28,474,593
Employee contributions$4,951,126
Employer contribution per active participant$45,414
Average account balance$545,351
Benefits paid to participants$13,943,628
Plan auditUnmodified (clean) audit opinion
AuditorMILLER , KAPLAN,ARASE & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$387.2M · 710 accts · $28.5M emplr
2023$313.0M · 633 accts · $28.3M emplr
2022$251.1M · 579 accts · $25.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,368
Investment management$162,366
Audit (IQPA)$14,800
Total administrative$264,534
The City of Hope Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$45,414
Median for plans this size$4,294
2024$45,414 per active participant
2023$51,028 per active participant
2022$48,212 per active participant

City of Hope Medical Group, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20247
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$87,368
SAGE ADVISORY GROUP · Investment management$117,411
CREATIVE PLANNING LLC · Investment advisory (participants)$22,692
CITY NATIONAL BANK · Accounting / audit$14,800
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (participants)$11,712
LARSON FINANCIAL GROUP LLC · Investment advisory (participants)$5,378
CHARLES SCHWAB & CO., INC. · Securities brokerage$611

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$264,534 · 0.08%
2023$249,418 · 0.09%
2022$237,300 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · California
Emanate Health CA$418.4M · 0.14%
Torrance Health Association CA$406.1M · 0.12%
Enloe Medical Center CA$402.8M · 0.04%
Ensign Services, Inc. CA$373.8M · 0.25%
Apria Healthcare Group Inc. CA$349.8M · 0.07%
Onesmile, LLC CA$348.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272294296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.