Plan Ledger DOL Form 5500 · updated monthly

Hebrew Home for the Aged Disabled403(b)

JEWISH HOME OF SAN FRANCISCO 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Hebrew Home for the Aged Disabled reported $18,897 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $70 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 0.081%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,196th-largest of 9,483 plans among California employers on file, and the 3,249th of 11,911 in health care & social assistance. In 2024, employees put in $24.87 for every $1.00 the employer contributed; active participation has grown from 275 to 831 since 2022.

Plan summary
Net assets, end of year$24,018,179
Participants with balances399
Active participants831
Employer contributions$58,014
Employee contributions$1,442,971
Employer contribution per active participant$70
Average account balance$60,196
Benefits paid to participants$2,911,796
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 399 accts · $58K emplr
2023$22.7M · 412 accts · $307K emplr
2022$14.9M · 432 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,897
Total administrative$18,897
Employer contributions to the Hebrew Home for the Aged Disabled plan · 2024
Employer contribution per active participant$70
Median for plans this size$2,416
2024$70 per active participant
2023$387 per active participant
2022$1,007 per active participant

Hebrew Home for the Aged Disabled's 2024 employer contribution ran below the $2,416 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
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$18,897

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$18,897 · 0.08%
2023$27,945 · 0.15%
2022$13,287 · 0.08%
Similar plansHealth Care & Social Assistance · California
Native American Health CA$24.1M · 0.30%
Healthright 360 CA$24.1M · 0.24%
Orthopaedic Hospital CA$23.8M · 0.35%
Salud Para la Gente CA$23.7M · 0.31%
Premier B.H., Inc. CA$23.6M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940545320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.