Institute for Behaviorial Heal401(k)
INSTITUTE FOR BEHAVIORAL HEALT 401(K) PROFIT SHARING PLAN & TRUST · SAN BERNARDINO, CA · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Institute for Behaviorial Heal reported $8,031 in plan administrative expenses for 2025: 1.24% of average plan assets, below the peer median. Employer contributions averaged $383 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 fell from 1.56% to 1.24%. The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,953rd of 9,483), and 11,144th of 11,911 in health care & social assistance. In 2025, employees put in $2.65 for every $1.00 the employer contributed.
Institute for Behaviorial Heal's 2025 employer contribution ran below the $472 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 462100301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.