Plan Ledger DOL Form 5500 · updated monthly

Mark Twain St. Josephs Hospital403(b)

MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN · SAN ANDREAS, CA · plan year 2022

Reported admin expense ratio · 2022
0.00%

Mark Twain St. Josephs Hospital reported $225 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. 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 0.004%. 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 (6,944th of 9,483), and 7,809th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,172,681
Participants with balances173
Active participants26
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$29,900
Benefits paid to participants$184,909
Plan auditQualified audit opinion
AuditorWALTERS & SKLYAR
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 157 accts
2023$5.1M · 167 accts
2022$5.2M · 173 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$225
Total administrative$225
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 history3
2024$200 · 0.00%
2023$225 · 0.00%
2022$225 · 0.00%
Similar plansHealth Care & Social Assistance · California
Baker Places, Inc. CA$5.2M · 1.07%
Synovation Holdings, LLC CA$5.2M · 0.93%
St. Joseph Center CA$5.2M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680127677 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.