Plan Ledger DOL Form 5500 · updated monthly

San Joaquin Valley College, Inc.401(k)

SAN JOAQUIN VALLEY COLLEGE, INC. 401(K) PROFIT SHARING PLAN · VISALIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

San Joaquin Valley College, Inc. reported $91,901 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $682 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 0.36% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,523rd-largest of 9,483 plans among California employers on file, and the 806th of 3,091 in educational services. In 2024, employees put in $5.47 for every $1.00 the employer contributed; active participation has grown from 1,899 to 2,279 since 2022.

Plan summary
Net assets, end of year$60,224,828
Participants with balances2,641
Active participants2,279
Employer contributions$1,555,119
Employee contributions$8,510,829
Employer contribution per active participant$682
Average account balance$22,804
Benefits paid to participants$5,367,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.2M · 2,641 accts · $1.6M emplr
2023$46.7M · 2,529 accts · $1.3M emplr
2022$34.9M · 2,327 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,901
Total administrative$91,901
The San Joaquin Valley College, Inc. 401(k) match · 2024
Employer contribution per active participant$682
Median for plans this size$3,635
2024$682 per active participant
2023$603 per active participant
2022$652 per active participant

San Joaquin Valley College, Inc.'s 2024 employer contribution ran below the $3,635 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$269,330

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$91,901 · 0.17%
2023$74,727 · 0.18%
2022$133,442 · 0.36%
Same employer
Similar plansEducational Services · California
Marlborough School CA$64.3M · 0.07%
Oakwood School CA$63.2M · 0.17%
Francis Parker School CA$60.9M · 0.15%
Headspace, Inc. CA$59.1M · 0.08%
Valley Christian Schools CA$57.1M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942589126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.