Plan Ledger DOL Form 5500 · updated monthly

Plum Healthcare Group, LLC401(k)

PLUM HEALTHCARE GROUP 401(K) PLAN · CARLSBAD, CA · plan year 2022

Reported admin expense ratio · 2022
0.16%

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

Plum Healthcare Group, LLC reported $150,016 in plan administrative expenses for 2022: 0.16% of average plan assets, above the peer median. Employer contributions averaged $129 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,151st-largest of 9,483 plans among California employers on file, and the 1,234th of 11,911 in health care & social assistance. In 2022, employees put in $7.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,525,604
Participants with balances2,744
Active participants10,324
Employer contributions$1,330,034
Employee contributions$10,557,064
Employer contribution per active participant$129
Average account balance$31,168
Benefits paid to participants$10,031,874
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Investment management$30,627
Total administrative$150,016
The Plum Healthcare Group, LLC 401(k) match · 2022
Employer contribution per active participant$129
Median for plans this size$3,449

Plum Healthcare Group, LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$150,016 · 0.16%
Similar plansHealth Care & Social Assistance · California
Dignity Health CA$88.7M · 0.04%
Clinica Sierra Vista CA$85.9M · 0.16%
Mlk, Jr. Community Hospital CA$85.2M · 0.05%
Falck USA, Inc. CA$82.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330855158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.