Plan Ledger DOL Form 5500 · updated monthly

Stanford Health Care403(b)

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN · STANFORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Stanford Health Care reported $1,866,895 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $12,062 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 0.033% to 0.029%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 22nd-largest of 9,483 plans among California employers on file, and the 15th of 11,911 in health care & social assistance. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 22,681 to 25,626 since 2022.

Plan summary
Net assets, end of year$6,931,225,515
Participants with balances38,126
Active participants25,626
Employer contributions$309,088,036
Employee contributions$328,991,711
Employer contribution per active participant$12,062
Average account balance$181,798
Benefits paid to participants$334,198,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9B · 38,126 accts · $309.1M emplr
2023$5.8B · 36,192 accts · $264.0M emplr
2022$4.5B · 33,693 accts · $228.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,712,215
Audit (IQPA)$18,300
Total administrative$1,866,895
Employer contributions to the Stanford Health Care plan · 2024
Employer contribution per active participant$12,062
Median for plans this size$5,259
2024$12,062 per active participant
2023$10,933 per active participant
2022$10,087 per active participant

Stanford Health Care's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top 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 · 20244
FIDELITY INSTITUTIONAL OPERATIONS C · Loan processing$1,710,838
MOSS ADAMS · Accounting / audit$18,300
WILLIS TOWERS WATSON · Consulting$5,407

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

Recordkeeper by year2
2024AMERICAN FUNDS
2023AMERICAN FUNDS, Fidelity

This plan has changed recordkeepers within these filings. If you left Stanford Health Care before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,866,895 · 0.03%
2023$1,591,579 · 0.03%
2022$1,585,848 · 0.03%
All plans at this employer2
STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN403(b)
THE CRONA SECTION 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Sutter Health CA$7.6B · 0.03%
Vituity CA$2.2B · 0.15%
Molina Healthcare, Inc. CA$1.4B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946174066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.