Plan Ledger DOL Form 5500 · updated monthly

Epic Care401(k)

EPIC CARE 401(K) PROFIT SHARING PLAN · ANTIOCH, CA · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Epic Care reported $109,513 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,888 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,719th-largest of 9,483 plans among California employers on file, and the 2,830th of 11,911 in health care & social assistance. In 2022, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,310,984
Participants with balances286
Active participants455
Employer contributions$859,033
Employee contributions$1,954,631
Employer contribution per active participant$1,888
Average account balance$102,486
Benefits paid to participants$2,684,830
Plan auditUnmodified (clean) audit opinion
AuditorBFBA LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$29.3M · 286 accts · $859K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$39,863
Investment management$69,650
Total administrative$109,513
The Epic Care 401(k) match · 2022
Employer contribution per active participant$1,888
Median for plans this size$2,266

Epic Care's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$109,513 · 0.35%
Similar plansHealth Care & Social Assistance · California
Queenscare Health Centers CA$30.1M · 0.02%
San Francisco Food Bank CA$30.0M · 0.18%
Community Health Group CA$29.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821993796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.