Plan Ledger DOL Form 5500 · updated monthly

Oso Home Care, Inc.401(k)

OSO HOME CARE 401(K) PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Oso Home Care, Inc. reported $125 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,570 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,344th of 9,483), and 4,689th of 5,215 in retail trade. In 2022, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,910,191
Participants with balances84
Active participants137
Employer contributions$215,102
Employee contributions$515,018
Employer contribution per active participant$1,570
Average account balance$22,740
Benefits paid to participants$49,122
Plan auditDisclaimer of opinion
AuditorROJAS & ASSOCIATES, CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$125
Total administrative$125
The Oso Home Care, Inc. 401(k) match · 2022
Employer contribution per active participant$1,570
Median for plans this size$1,114

Oso Home Care, Inc.'s 2022 employer contribution ran above the $1,114 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$125 · 0.01%
Same employer
Similar plansRetail Trade · California
Urth Caffe Corporation CA$2.0M · 0.02%
Thistle Health Inc. CA$2.0M · 1.98%
The Woodlands Store, Inc. CA$1.9M · 0.05%
Maximum Wholesale Inc CA$1.9M · 0.54%
Wish Automotive, Inc. CA$1.9M · 1.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330029144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.