Plan Ledger DOL Form 5500 · updated monthly

Pomona Valley Hospital Medical Center403(b)

POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Pomona Valley Hospital Medical Center reported $64,933 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,883 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 0.009% to 0.012%. 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 219th-largest of 9,483 plans among California employers on file, and the 293rd of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$594,197,158
Participants with balances4,318
Active participants4,018
Employer contributions$15,600,222
Employee contributions$27,680,020
Employer contribution per active participant$3,883
Average account balance$137,609
Benefits paid to participants$41,071,271
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$594.2M · 4,318 accts · $15.6M emplr
2023$525.2M · 4,219 accts · $14.2M emplr
2022$453.7M · 4,064 accts · $13.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,933
Total administrative$64,933
Employer contributions to the Pomona Valley Hospital Medical Center plan · 2024
Employer contribution per active participant$3,883
Median for plans this size$4,294
2024$3,883 per active participant
2023$3,520 per active participant
2022$3,431 per active participant

Pomona Valley Hospital Medical Center's 2024 employer contribution ran below the $4,294 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator · Investment advisory (plan)$41,707
MORNINGSTAR · Investment advisory (plan)$23,135

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$64,933 · 0.01%
2023$52,466 · 0.01%
2022$43,988 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Huntington Memorial Hospital CA$619.7M · 0.12%
Valley Children's Hospital CA$611.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951115230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.