Plan Ledger DOL Form 5500 · updated monthly

Optimist Boys' Home and Ranch401(k)

OPTIMIST BOYS HOME AND RANCH 401K PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Optimist Boys' Home and Ranch reported $2,849 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $827 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 4,333rd-largest of 9,483 plans among California employers on file, and 1,796th of 3,091 in educational services. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,388,749
Participants with balances296
Active participants290
Employer contributions$239,815
Employee contributions$377,851
Employer contribution per active participant$827
Average account balance$51,989
Benefits paid to participants$887,019
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUPS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 296 accts · $240K emplr
2023$13.9M · 305 accts · $229K emplr
2022$13.1M · 326 accts · $215K emplr
The Optimist Boys' Home and Ranch 401(k) match · 2024
Employer contribution per active participant$827
Median for plans this size$2,416
2024$827 per active participant
2023$795 per active participant
2022$769 per active participant

Optimist Boys' Home and Ranch'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.

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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,985

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,849 · 0.02%
2023$1,784 · 0.01%
2022$1,981 · 0.01%
Same employer
Similar plansEducational Services · California
San Diego Jewish Academy CA$15.7M · 0.45%
Notre Dame High School CA$15.5M · 0.37%
The University Corporation CA$14.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.