Plan Ledger DOL Form 5500 · updated monthly

Hospice of San Joaquin401(k)

HOSPICE OF SAN JOAQUIN 401(K) PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
1.19%

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

Hospice of San Joaquin reported $56,166 in plan administrative expenses for 2022: 1.19% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,044 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 (7,202nd of 9,483), and 8,238th of 11,911 in health care & social assistance. In 2022, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,467,040
Participants with balances92
Active participants107
Employer contributions$325,655
Employee contributions$321,049
Employer contribution per active participant$3,044
Average account balance$48,555
Benefits paid to participants$398,666
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ GIANNINI LANTSBERGER ETAL
Administrative expenses, itemized · 2022
Investment management$56,166
Total administrative$56,166
The Hospice of San Joaquin 401(k) match · 2022
Employer contribution per active participant$3,044
Median for plans this size$1,114

Hospice of San Joaquin's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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$56,166 · 1.19%
Similar plansHealth Care & Social Assistance · California
Islands Hospice, Inc. CA$4.5M · 0.19%
Bh-Sd Opco, LLC CA$4.5M · 0.98%
Cc Amulet Management LLC CA$4.5M · 0.74%
Anx Home Healthcare CA$4.3M · 1.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942777980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.