Plan Ledger DOL Form 5500 · updated monthly

Methodist Hospital of Southern Ca403(b)

METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS · ARCADIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Methodist Hospital of Southern Ca reported $502,878 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,762 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 2 years on file its reported administrative ratio rose from 0.24% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 563rd-largest of 9,483 plans among California employers on file, and the 634th of 11,911 in health care & social assistance. In 2024, employees put in $3.51 for every $1.00 the employer contributed; active participation has shrunk from 1,848 to 182 since 2022.

Plan summary
Net assets, end of year$202,428,337
Participants with balances1,582
Active participants182
Employer contributions$2,504,770
Employee contributions$8,803,636
Employer contribution per active participant$13,762
Average account balance$127,957
Benefits paid to participants$19,163,303
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$202.4M · 1,582 accts · $2.5M emplr
2023$186.2M · 1,129 accts · $2.3M emplr
2022$163.2M · 1,515 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$138,441
Investment management$204,739
Total administrative$502,878
Employer contributions to the Methodist Hospital of Southern Ca plan · 2024
Employer contribution per active participant$13,762
Median for plans this size$3,635
2024$13,762 per active participant
2023$1,400 per active participant
2022$1,135 per active participant

Methodist Hospital of Southern Ca's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
NATIONWIDE · Investment management$132,769
PROACCOUNT · Investment advisory (participants)$124,658
WELLS FARGO ADVISORS FIN NET · Investment management$119,662
LEAFHOUSE FINANCIAL ADVISORS LLC · Investment management$80,081
ERISA SMART · Investment management$40,036
NATIONWIDE · Investment management$5,447
NATIONWIDE RETIREMENT PLANS · Investment management$225

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

Administrative cost history3
2024$502,878 · 0.26%
2023$452,227 · 0.26%
2022$435,252 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · California
Satellite Healthcare, Inc. CA$230.0M · 0.19%
Bay Medical Management, LLC CA$208.6M · 0.11%
Guardant Health, Inc. CA$193.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.