Plan Ledger DOL Form 5500 · updated monthly

Orohealth CorporationProfit-sharing plan

OROHEALTH CORPORATION RETIREMENT PLAN · OROVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
1.04%

Orohealth Corporation reported $271,933 in plan administrative expenses for 2024: 1.04% of average plan assets, higher than ~90% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 1.04%. 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 2,943rd-largest of 9,483 plans among California employers on file, and the 3,032nd of 11,911 in health care & social assistance. active participation has grown from 1,107 to 1,497 since 2022.

Plan summary
Net assets, end of year$26,546,965
Participants with balances984
Active participants1,497
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$26,979
Benefits paid to participants$1,892,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 984 accts
2023$25.5M · 1,042 accts
2022$24.4M · 1,098 accts · $8K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,506
Investment management$188,427
Total administrative$271,933
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 · 20243
MORGAN STANLEY SMITH BARNEY · Investment management$188,427
EGPS · Investment management$58,306
ARMANINO LLP · Accounting / audit$25,200

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

Administrative cost history3
2024$271,933 · 1.04%
2023$288,310 · 1.15%
2022$270,910 · 1.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Child Action, Inc. CA$26.9M · 0.07%
Samgi CA$26.3M · 0.33%
Wellspace Health CA$26.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942994776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.