Plan Ledger DOL Form 5500 · updated monthly

Pih Health, Inc403(b)

PIH HEALTH, INC. 403(B) PLAN · WHITTIER, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Pih Health, Inc reported $561,959 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 fell from 0.20% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 312th-largest of 9,483 plans among California employers on file, and the 375th of 11,911 in health care & social assistance. active participation has grown from 6,165 to 7,342 since 2022.

Plan summary
Net assets, end of year$423,308,641
Participants with balances8,679
Active participants7,342
Employer contributions$0
Employee contributions$44,962,522
Employer contribution per active participant$0
Average account balance$48,774
Benefits paid to participants$27,348,122
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$423.3M · 8,679 accts
2023$351.7M · 8,479 accts
2022$278.5M · 7,567 accts · $44K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$431,364
Investment management$89,782
Audit (IQPA)$18,000
Total administrative$561,959
Employer contributions to the Pih Health, Inc plan · 2024
Employer contribution per active participant$0
Median for plans this size$4,294

Pih Health, Inc's 2024 employer contribution ran below the $4,294 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$431,600
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$89,782
CONCURRENT INVESTMENT ADVISORS, LL · Investment advisory (plan)$22,813
PENSION ASSURANCE LLP · Accounting / audit$18,000

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$561,959 · 0.15%
2023$570,643 · 0.18%
2022$588,948 · 0.20%
All plans at this employer2
PIH HEALTH, INC. 403(B) PLAN403(b)
PIH HEALTH, INC. 401(A) PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · California
Radnet, Inc. CA$436.6M · 0.22%
Eisenhower Medical Center CA$435.5M · 0.12%
Emanate Health CA$418.4M · 0.14%
Torrance Health Association CA$406.1M · 0.12%
Enloe Medical Center CA$402.8M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953619388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.