Plan Ledger DOL Form 5500 · updated monthly

Mission de la Casa401(k)

MISSION DE LA CASA 401K PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Mission de la Casa reported $10,653 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. Employer contributions averaged $914 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 (8,452nd of 9,483), and 10,316th of 11,911 in health care & social assistance. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,684,279
Participants with balances81
Active participants168
Employer contributions$153,580
Employee contributions$394,167
Employer contribution per active participant$914
Average account balance$20,794
Benefits paid to participants$132,241
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
The Mission de la Casa 401(k) match · 2022
Employer contribution per active participant$914
Median for plans this size$1,114

Mission de la Casa's 2022 employer contribution ran below the $1,114 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.

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$10,653 · 0.67%
Similar plansHealth Care & Social Assistance · California
Soledad Enrichment Action CA$1.7M · 0.11%
Valley Critter Care, Inc. CA$1.7M · 0.84%
Remi Vista, Inc. CA$1.7M · 1.43%
Fingerblocks, Inc CA$1.7M · 0.66%
Homeward Bound of Marin CA$1.7M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770525988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.