Plan Ledger DOL Form 5500 · updated monthly

Stanislaus Surgical Hospital401(k)

STANISLAUS SURGICAL HOSPITAL 401(K) PLAN · MODESTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.96%

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

Stanislaus Surgical Hospital reported $19,180 in plan administrative expenses for 2023: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,552 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 rose from 0.27% to 4.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,995th of 9,483), and 9,496th of 11,911 in health care & social assistance. In 2023, employees put in $3.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,691,595
Participants with balances213
Active participants153
Employer contributions$237,488
Employee contributions$853,934
Employer contribution per active participant$1,552
Average account balance$12,637
Benefits paid to participants$235,949
Plan auditUnmodified (clean) audit opinion
AuditorMATRANGA & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$326K · 33 accts · $160K emplr
2023$2.7M · 213 accts · $237K emplr
2022$1.3M · 148 accts · $125K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,285
Investment management$7,895
Total administrative$19,180
The Stanislaus Surgical Hospital 401(k) match · 2023
Employer contribution per active participant$1,552
Median for plans this size$1,308
2024$7,635 per active participant
2023$1,552 per active participant
2022$891 per active participant

Stanislaus Surgical Hospital's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,452

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$74,124 · 4.91%
2023$19,180 · 0.96%
2022$3,602 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · California
Medwatchers, Inc. CA$2.7M · 0.22%
Sass Mso LLC CA$2.7M · 0.10%
Sutter Vna and Hospice CA$2.7M · 0.08%
Kingdom Causes, Inc. CA$2.6M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911754157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.