Plan Ledger DOL Form 5500 · updated monthly

Nahs Holding, Inc.ESOP

NAHS EMPLOYEE STOCK OWNERSHIP PLAN · MISSION VIEJO, CA · plan year 2024

Employer contribution per participant · 2024
$403

Nahs Holding, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $17,058,478 across 3,104 participant accounts, with employer contributions averaging $403 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,050th-largest of 9,483 plans among California employers on file, and the 4,123rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$17,058,478
Participants with balances3,104
Active participants3,029
Employer contributions$1,219,281
Employee contributions—
Employer contribution per active participant$403
Average account balance$5,496
Benefits paid to participants$994,631
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 3,104 accts · $1.2M emplr
2023$4.1M · 5,118 accts · $231K emplr
2022$-2.2M · 3,356 accts · $263K emplr
Employer contributions to the Nahs Holding, Inc. plan · 2024
Employer contribution per active participant$403
Median for plans this size$2,416
2024$403 per active participant
2023$79 per active participant
2022$85 per active participant

Nahs Holding, Inc.'s 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansHealth Care & Social Assistance · California
Hall Ambulance Service Inc. CA$17.3M · 0.11%
Brillant Corners CA$17.1M · 0.67%
Vista Hill Foundation CA$16.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823426740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.