Plan Ledger DOL Form 5500 · updated monthly

San Francisco Health Inc dba Hospital San FranciscoProfit-sharing plan

SAN FRANCISCO HEALTH INC DBA HOSPITAL SAN FRANCISCO RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

San Francisco Health Inc dba Hospital San Francisco reported $8,999 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $178 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (247th of 323), and 10,085th of 11,911 in health care & social assistance. In 2024, employees put in $4.69 for every $1.00 the employer contributed; active participation has grown from 168 to 271 since 2022.

Plan summary
Net assets, end of year$1,962,674
Participants with balances236
Active participants271
Employer contributions$48,224
Employee contributions$226,234
Employer contribution per active participant$178
Average account balance$8,316
Benefits paid to participants$458,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 236 accts · $48K emplr
2023$1.9M · 248 accts · $49K emplr
2022$1.7M · 237 accts · $41K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,999
Total administrative$8,999
Employer contributions to the San Francisco Health Inc dba Hospital San Francisco plan · 2024
Employer contribution per active participant$178
Median for plans this size$1,313
2024$178 per active participant
2023$157 per active participant
2022$242 per active participant

San Francisco Health Inc dba Hospital San Francisco's 2024 employer contribution ran below the $1,313 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
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$8,999

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$8,999 · 0.46%
2023$17,282 · 0.94%
2022$8,999 · 0.47%
Similar plansHealth Care & Social Assistance · PR
C.T. Radiology Complex PR$1.9M · 0.69%
Jaye Inc dba Telemedik PR$1.9M · 0.43%
Laboratorios Ramirez LLC PR$1.7M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660673963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.