Plan Ledger DOL Form 5500 · updated monthly

Community Action Agency of But401(k)

403(B) THRIFT PLAN OF COMMUNITY ACTION AGENCY OF BUTTE COUNTY, INC. · CHICO, CA · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Community Action Agency of But reported $386 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,903 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 0.06% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,666th of 9,483), and 10,653rd of 11,911 in health care & social assistance. In 2023, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,286,384
Participants with balances97
Active participants29
Employer contributions$84,194
Employee contributions$90,246
Employer contribution per active participant$2,903
Average account balance$13,262
Benefits paid to participants$114,067
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.3M · 97 accts · $84K emplr
2022$1.0M · 112 accts · $77K emplr
The Community Action Agency of But 401(k) match · 2023
Employer contribution per active participant$2,903
Median for plans this size$1,308
2023$2,903 per active participant
2022$3,078 per active participant

Community Action Agency of But's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$386

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

Administrative cost history2
2023$386 · 0.03%
2022$643 · 0.06%
Similar plansHealth Care & Social Assistance · California
Hamilton Families CA$1.3M · 1.07%
Cvstom Co CA$1.3M · 0.22%
Ucp of Orange County CA$1.3M · 0.44%
Lita and Ava, Inc. CA$1.2M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941640546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.