Plan Ledger DOL Form 5500 · updated monthly

Hope of the Valley Rescue Mission401(k)

HOPE OF THE VALLEY 401(K) PLAN AND TRUST · PACOIMA, CA · plan year 2022

Reported admin expense ratio · 2022
0.82%

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

Hope of the Valley Rescue Mission reported $5,531 in plan administrative expenses for 2022: 0.82% of average plan assets, below the peer median. Employer contributions averaged $229 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,941st of 9,483), and 11,118th of 11,911 in health care & social assistance. In 2022, employees put in $4.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$752,651
Participants with balances28
Active participants200
Employer contributions$45,702
Employee contributions$192,094
Employer contribution per active participant$229
Average account balance$26,880
Benefits paid to participants$369
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,531
Total administrative$5,531
The Hope of the Valley Rescue Mission 401(k) match · 2022
Employer contribution per active participant$229
Median for plans this size$331

Hope of the Valley Rescue Mission's 2022 employer contribution ran below the $331 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 history1
2022$5,531 · 0.82%
Same employer
Similar plansHealth Care & Social Assistance · California
Opya, Inc. CA$808K · 0.16%
55 Silver CA$758K · 0.81%
Our Best Life Inc CA$702K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272053273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.