Serving Seniors403(b)

Serving Seniors's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,066,559 across 87 participant accounts, with employer contributions averaging $952 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,815th of 9,483), and 9,211th of 11,911 in health care & social assistance. In 2022, employees put in $2.27 for every $1.00 the employer contributed.