Plan Ledger DOL Form 5500 · updated monthly

Orange Coast Women's Health Care401(k)

ORANGE COAST WOMEN'S RETIREMENT PLAN · LAGUNA HILLS, CA · plan year 2022

Reported admin expense ratio · 2022
0.42%

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

Orange Coast Women's Health Care reported $94,512 in plan administrative expenses for 2022: 0.42% of average plan assets, above the peer median. Employer contributions averaged $26,481 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,515th-largest of 9,483 plans among California employers on file, and the 3,555th of 11,911 in health care & social assistance. In 2022, the employer put in $1.57 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$21,000,009
Participants with balances87
Active participants37
Employer contributions$979,801
Employee contributions$623,155
Employer contribution per active participant$26,481
Average account balance$241,379
Benefits paid to participants$463,510
Plan auditUnmodified (clean) audit opinion
AuditorLANCE, SOLL, LUNGHARD, LLP
Administrative expenses, itemized · 2022
Professional / advisory$94,512
Total administrative$94,512
The Orange Coast Women's Health Care 401(k) match · 2022
Employer contribution per active participant$26,481
Median for plans this size$2,266

Orange Coast Women's Health Care's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$94,512 · 0.42%
Similar plansHealth Care & Social Assistance · California
Self-Help Enterprises CA$21.1M · 0.45%
Institute on Aging CA$21.0M · 0.59%
Ksl Associate Group, Inc. CA$21.0M · 0.59%
Pathpoint CA$20.9M · 0.03%
Toi Management, LLC CA$20.8M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 831653655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.