Plan Ledger DOL Form 5500 · updated monthly

Pomona Community Health Center403(b)

POMONA COMMUNITY HEALTH CENTER 403(B) PLAN · POMONA, CA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Pomona Community Health Center reported $2,474 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,087 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 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,420th of 9,483), and 8,608th of 11,911 in health care & social assistance. In 2023, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,920,451
Participants with balances214
Active participants137
Employer contributions$148,925
Employee contributions$390,117
Employer contribution per active participant$1,087
Average account balance$18,320
Benefits paid to participants$34,049
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $647 emplr
2023$3.9M · 214 accts · $149K emplr
2022$2.7M · 190 accts · $129K emplr
Employer contributions to the Pomona Community Health Center plan · 2023
Employer contribution per active participant$1,087
Median for plans this size$1,308
2023$1,087 per active participant
2022$995 per active participant

Pomona Community Health Center's 2023 employer contribution ran below the $1,308 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 · 20231
NATIONWIDE · Recordkeeping · Loan processing$2,474

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$2,474 · 0.07%
2022$2,102 · 0.08%
Similar plansHealth Care & Social Assistance · California
Community Action Marin CA$4.0M · 0.85%
Gallaher Companies LLC CA$3.9M · 0.19%
Pathways La CA$3.9M · 0.04%
Good Health, Inc. CA$3.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223914738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.