Plan Ledger DOL Form 5500 · updated monthly

San Diego Family Care403(b)

SAN DIEGO FAMILY CARE 403(B) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

San Diego Family Care reported $52,471 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,213 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 0.00% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,399th-largest of 9,483 plans among California employers on file, and the 3,447th of 11,911 in health care & social assistance. In 2024, employees put in $3.42 for every $1.00 the employer contributed; active participation has grown from 268 to 303 since 2022.

Plan summary
Net assets, end of year$21,991,400
Participants with balances231
Active participants303
Employer contributions$367,574
Employee contributions$1,255,605
Employer contribution per active participant$1,213
Average account balance$95,201
Benefits paid to participants$362,803
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 231 accts · $368K emplr
2023$18.3M · 207 accts · $323K emplr
2022$15.5M · 200 accts · $323K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,471
Total administrative$52,471
Employer contributions to the San Diego Family Care plan · 2024
Employer contribution per active participant$1,213
Median for plans this size$2,416
2024$1,213 per active participant
2023$1,101 per active participant
2022$1,204 per active participant

San Diego Family Care's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$52,471

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$52,471 · 0.26%
2023$2,186 · 0.01%
2022$508 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · California
Camarena Health CA$22.3M · 0.45%
Pathology Associates CA$22.1M · 0.26%
Mental Health Systems, Inc. CA$22.1M · 0.44%
Enki Health Services Inc CA$21.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952700856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.