Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Hospital401(k)

ORTHOPAEDIC HOSPITAL 401(K) PLAN · LOS ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Orthopaedic Hospital reported $78,177 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,135 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 has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,216th-largest of 9,483 plans among California employers on file, and the 3,275th of 11,911 in health care & social assistance. In 2023, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,791,555
Participants with balances307
Active participants207
Employer contributions$649,009
Employee contributions$1,012,478
Employer contribution per active participant$3,135
Average account balance$77,497
Benefits paid to participants$1,723,005
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · 306 accts
2023$23.8M · 307 accts · $649K emplr
2022$20.6M · 297 accts · $617K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,131
Investment management$44,046
Total administrative$78,177
The Orthopaedic Hospital 401(k) match · 2023
Employer contribution per active participant$3,135
Median for plans this size$2,440
2023$3,135 per active participant
2022$2,912 per active participant

Orthopaedic Hospital's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LPL FINANCIAL · Investment advisory (plan)$44,046

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

Administrative cost history3
2024Not separately reported
2023$78,177 · 0.35%
2022$81,990 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · California
Salud Para la Gente CA$23.7M · 0.31%
Premier B.H., Inc. CA$23.6M · 0.90%
Apla Health & Wellness CA$23.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951644604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.