Plan Ledger DOL Form 5500 · updated monthly

Dameron Hospital Association403(b)

DAMERON HOSPITAL ASSOCIATION 403(B) RETIREMENT PLAN · STOCKTON, CA · plan year 2021

Reported admin expense ratio · 2021
0.10%

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

Dameron Hospital Association reported $77,707 in plan administrative expenses for 2021: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,490 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 4 years on file its reported administrative ratio has held roughly steady near 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 32 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,197th-largest of 9,483 plans among California employers on file, and the 1,292nd of 11,911 in health care & social assistance. In 2021, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,187,100
Participants with balances408
Active participants649
Employer contributions$966,697
Employee contributions$2,123,680
Employer contribution per active participant$1,490
Average account balance$196,537
Benefits paid to participants$9,284,404
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$78.1M · 911 accts · $1.0M emplr
2023$76.9M · 877 accts · $861K emplr
2022$72.5M · 837 accts · $912K emplr
2021$80.2M · 408 accts · $967K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$69,947
Total administrative$77,707
Employer contributions to the Dameron Hospital Association plan · 2021
Employer contribution per active participant$1,490
Median for plans this size$2,545
2024$1,586 per active participant
2023$1,450 per active participant
2022$1,558 per active participant
2021$1,490 per active participant

Dameron Hospital Association's 2021 employer contribution ran below the $2,545 median for plans its size. 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024NEW YORK LIFE INSURANCE & ANNUITY
2023NEW YORK LIFE INSURANCE & ANNUITY

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

Administrative cost history4
2024$70,689 · 0.09%
2023$70,103 · 0.09%
2022$66,392 · 0.09%
2021$77,707 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · California
Mlk, Jr. Community Hospital CA$85.2M · 0.05%
Falck USA, Inc. CA$82.2M · 0.24%
Marina Del Rey Hospital CA$76.3M · 0.18%
Pipeline Health System, LLC CA$75.7M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941201197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.