Plan Ledger DOL Form 5500 · updated monthly

Special Olympics Southern California, Inc.403(b)

SPECIAL OLYMPICS SOUTHERN CALIFORNIA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · LONG BEACH, CA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Special Olympics Southern California, Inc. reported $1,672 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,479 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,969th of 9,483), and 2,274th of 3,341 in other services. In 2022, employees put in $3.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,107,163
Participants with balances79
Active participants55
Employer contributions$81,348
Employee contributions$307,189
Employer contribution per active participant$1,479
Average account balance$64,648
Benefits paid to participants$539,622
Plan auditUnmodified (clean) audit opinion
The Special Olympics Southern California, Inc. 401(k) match · 2022
Employer contribution per active participant$1,479
Median for plans this size$1,114

Special Olympics Southern California, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,672 · 0.03%
Similar plansOther Services · California
Israeli-American Council CA$4.8M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954538450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.