Plan Ledger DOL Form 5500 · updated monthly

Hamilton Families403(b)

HAMILTON FAMILIES 403(B) PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
1.07%

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

Hamilton Families reported $12,799 in plan administrative expenses for 2022: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $325 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,650th of 9,483), and 10,621st of 11,911 in health care & social assistance. In 2022, employees put in $7.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,311,490
Participants with balances63
Active participants86
Employer contributions$27,972
Employee contributions$222,947
Employer contribution per active participant$325
Average account balance$20,817
Benefits paid to participants$175,451
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON AND YAU ACCOUNTANCY CORPOR
Administrative expenses, itemized · 2022
Professional / advisory$12,799
Total administrative$12,799
The Hamilton Families 401(k) match · 2022
Employer contribution per active participant$325
Median for plans this size$1,114

Hamilton Families's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,799 · 1.07%
Same employer
Similar plansHealth Care & Social Assistance · California
Heal Doctors P.C. CA$1.4M · 0.11%
Ciminocare CA$1.3M · 2.95%
Cvstom Co CA$1.3M · 0.22%
Ucp of Orange County CA$1.3M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943055602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.