Plan Ledger DOL Form 5500 · updated monthly

Hughson Samaritan Village403(b)

HUGHSON SAMARITAN VILLAGE 403(B) PLAN · HUGHSON, CA · plan year 2025

Reported admin expense ratio · 2025
1.80%

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

Hughson Samaritan Village reported $28,128 in plan administrative expenses for 2025: 1.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $257 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 rose from 1.21% to 1.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,417th of 9,483), and 10,248th of 11,911 in health care & social assistance. In 2025, employees put in $3.45 for every $1.00 the employer contributed; active participation has grown from 158 to 180 since 2022.

Plan summary
Net assets, end of year$1,758,396
Participants with balances144
Active participants180
Employer contributions$46,245
Employee contributions$159,432
Employer contribution per active participant$257
Average account balance$12,211
Benefits paid to participants$66,593
Plan auditDisclaimer of opinion
AuditorATHERTON & ASSOCIATES, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$1.8M · 144 accts · $46K emplr
2024$1.4M · 140 accts · $46K emplr
2023$1.3M · 147 accts · $43K emplr
2022$1.0M · 132 accts · $50K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,128
Total administrative$28,128
Employer contributions to the Hughson Samaritan Village plan · 2025
Employer contribution per active participant$257
Median for plans this size$1,464
2025$257 per active participant
2024$262 per active participant
2023$270 per active participant
2022$316 per active participant

Hughson Samaritan Village's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ASCENSUS LLC · Recordkeeping · Loan processing$17,521
MORNINGSTAR · Investment advisory (plan)$2,919

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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

Administrative cost history4
2025$28,128 · 1.80%
2024$16,961 · 1.27%
2023$16,159 · 1.38%
2022$13,402 · 1.21%
Same employer
Similar plansHealth Care & Social Assistance · California
Currance Inc CA$1.8M · 0.61%
Lorian Home Systems, Inc. CA$1.8M · 0.60%
Desert Arc CA$1.8M · 1.55%
Team Rms, LLC CA$1.8M · 0.93%
Mission Bay, Inc. CA$1.8M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460469127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.