Plan Ledger DOL Form 5500 · updated monthly

Pomeroy Recreation & Rehabilitation Center403(b)

POMEROY RECREATION & REHABILITATION CENTER 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Pomeroy Recreation & Rehabilitation Center reported $8,533 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $1,166 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 rose from 0.11% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,774th of 9,483), and 1,056th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,137,461
Participants with balances125
Active participants132
Employer contributions$153,856
Employee contributions$409,049
Employer contribution per active participant$1,166
Average account balance$25,100
Benefits paid to participants$102,487
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP, CPA'S LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 125 accts · $154K emplr
2023$2.4M · 136 accts · $138K emplr
2022$1.8M · 123 accts · $133K emplr
Employer contributions to the Pomeroy Recreation & Rehabilitation Center plan · 2024
Employer contribution per active participant$1,166
Median for plans this size$1,313
2024$1,166 per active participant
2023$1,063 per active participant
2022$1,047 per active participant

Pomeroy Recreation & Rehabilitation Center's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$8,533

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$8,533 · 0.31%
2023$5,670 · 0.27%
2022$1,895 · 0.11%
Same employer
Similar plansArts, Entertainment & Recreation · California
Blue Lake Casino CA$3.5M · 0.45%
O.A.R.S. Companies, Inc. CA$3.4M · 1.16%
The Living Desert CA$3.3M · 0.60%
Galaxy Theatres, LLC CA$3.0M · 1.07%
K&M Casinos Inc CA$2.9M · 1.71%
Delta C, LP CA$2.8M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941394025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.