Plan Ledger DOL Form 5500 · updated monthly

Sage Veterinary Centers, LP401(k)

SAGE CENTERS 401(K) PROFIT SHARING PLAN · CONCORD, 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

Sage Veterinary Centers, LP reported $93,142 in plan administrative expenses for 2022: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,906 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 1,476th-largest of 9,483 plans among California employers on file, and the 1,558th of 11,911 in health care & social assistance. In 2022, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,574,867
Participants with balances1,148
Active participants1,001
Employer contributions$2,908,920
Employee contributions$5,210,299
Employer contribution per active participant$2,906
Average account balance$54,508
Benefits paid to participants$6,460,824
Plan auditUnmodified (clean) audit opinion
AuditorABBOTT, STRINGHAM AND LYNCH
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $3.2M emplr
2022$62.6M · 1,148 accts · $2.9M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$93,142
Total administrative$93,142
The Sage Veterinary Centers, LP 401(k) match · 2022
Employer contribution per active participant$2,906
Median for plans this size$3,449

Sage Veterinary Centers, LP's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$93,142 · 0.16%
Similar plansHealth Care & Social Assistance · California
St. Rose Hospital CA$63.5M · 0.16%
Continuing Life LLC CA$62.4M · 0.45%
Arcus Biosciences, Inc. CA$60.2M · 0.45%
Neighborhood Healthcare CA$59.3M · 0.18%
Unio Health Partners, LLC CA$59.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830977678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.