Plan Ledger DOL Form 5500 · updated monthly

Community Housing PartnershipDC plan

403(B) THRIFT PLAN OF COMMUNITY HOUSING PARTNERSHIP · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Community Housing Partnership reported $2,296 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $587 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 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,389th of 9,483), and 10,198th of 11,911 in health care & social assistance. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 280 to 197 since 2022.

Plan summary
Net assets, end of year$1,825,481
Participants with balances186
Active participants197
Employer contributions$115,628
Employee contributions$163,777
Employer contribution per active participant$587
Average account balance$9,814
Benefits paid to participants$284,825
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 186 accts · $116K emplr
2023$1.5M · 180 accts · $114K emplr
2022$1.0M · 192 accts · $112K emplr
Employer contributions to the Community Housing Partnership plan · 2024
Employer contribution per active participant$587
Median for plans this size$1,313
2024$587 per active participant
2023$563 per active participant
2022$401 per active participant

Community Housing Partnership's 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,581

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,296 · 0.14%
2023$1,178 · 0.09%
2022$1,239 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · California
Heritage Pointe CA$1.8M · 0.06%
Currance Inc CA$1.8M · 0.61%
Lorian Home Systems, Inc. CA$1.8M · 0.60%
Desert Arc CA$1.8M · 1.55%
Hughson Samaritan Village CA$1.8M · 1.80%
Team Rms, LLC CA$1.8M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943112338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.