Plan Ledger DOL Form 5500 · updated monthly

St. Vincent de Paul Society of San FranciscoDC plan

403(B) THRIFT PLAN OF ST. VINCENT DE PAUL SOCIETY OF SAN FRANCISCO · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

St. Vincent de Paul Society of San Francisco reported $786 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $136 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 health care & social assistance employers. By assets it is among the smaller plans on file in California (8,714th of 9,483), and 10,733rd of 11,911 in health care & social assistance. In 2022, employees put in $3.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,201,280
Participants with balances52
Active participants197
Employer contributions$26,881
Employee contributions$97,981
Employer contribution per active participant$136
Average account balance$23,102
Benefits paid to participants$114,772
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG, LLP
Employer contributions to the St. Vincent de Paul Society of San Francisco plan · 2022
Employer contribution per active participant$136
Median for plans this size$1,114

St. Vincent de Paul Society of San Francisco's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$786 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · California
Unicare Inc CA$1.2M · 1.48%
Little Otter CA$1.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941571017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.