Plan Ledger DOL Form 5500 · updated monthly

San Diego Hebrew Homes403(b)

SAN DIEGO HEBREW HOMES 403B PLAN · ENCINITAS, CA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

San Diego Hebrew Homes reported $3,376 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $632 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 fell from 0.05% to 0.04%. 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 (5,690th of 9,483), and 5,989th of 11,911 in health care & social assistance. In 2023, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,178,079
Participants with balances194
Active participants253
Employer contributions$159,834
Employee contributions$510,056
Employer contribution per active participant$632
Average account balance$47,310
Benefits paid to participants$468,291
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 188 accts
2023$9.2M · 194 accts · $160K emplr
2022$7.8M · 181 accts · $253K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,376
Total administrative$3,376
Employer contributions to the San Diego Hebrew Homes plan · 2023
Employer contribution per active participant$632
Median for plans this size$1,308
2023$632 per active participant
2022$1,018 per active participant

San Diego Hebrew Homes's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,726
CATALINA CAPITAL GROUP · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,832 · 0.04%
2023$3,376 · 0.04%
2022$3,757 · 0.05%
Similar plansHealth Care & Social Assistance · California
Proteus, Inc. CA$9.4M · 0.87%
Tallis, LLC CA$9.2M · 1.08%
Mact Health Board, Inc. CA$9.1M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951455284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.