Plan Ledger DOL Form 5500 · updated monthly

On My Own Independent Living Ser401(k)

OMO 401(K) PLAN · CITRUS HEIGHTS, CA · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

On My Own Independent Living Ser reported $2,875 in plan administrative expenses for 2022: 0.30% of average plan assets, lower than ~75% of peers. Employer contributions averaged $429 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,859th of 9,483), and 10,938th of 11,911 in health care & social assistance. In 2022, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$957,545
Participants with balances91
Active participants281
Employer contributions$120,594
Employee contributions$245,599
Employer contribution per active participant$429
Average account balance$10,522
Benefits paid to participants$173,785
Plan auditUnmodified (clean) audit opinion
The On My Own Independent Living Ser 401(k) match · 2022
Employer contribution per active participant$429
Median for plans this size$331

On My Own Independent Living Ser's 2022 employer contribution ran above the $331 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$2,875 · 0.30%
Similar plansHealth Care & Social Assistance · California
Ashmore Dental Group Corp CA$993K · 2.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043634250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.