Plan Ledger DOL Form 5500 · updated monthly

Sutter North Medical Group, Inc.401(k)

SUTTER NORTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN · YUBA CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Sutter North Medical Group, Inc. reported $59,865 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $32,922 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 0.04% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,165th-largest of 9,483 plans among California employers on file, and the 1,249th of 11,911 in health care & social assistance. In 2024, the employer put in $1.97 for every $1.00 employees contributed themselves; active participation has grown from 82 to 91 since 2022.

Plan summary
Net assets, end of year$84,108,864
Participants with balances127
Active participants91
Employer contributions$2,995,918
Employee contributions$1,519,147
Employer contribution per active participant$32,922
Average account balance$662,275
Benefits paid to participants$7,926,543
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$84.1M · 127 accts · $3.0M emplr
2023$76.2M · 121 accts · $2.7M emplr
2022$64.1M · 122 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,948
Investment management$35,917
Total administrative$59,865
The Sutter North Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$32,922
Median for plans this size$3,635
2024$32,922 per active participant
2023$32,837 per active participant
2022$32,744 per active participant

Sutter North Medical Group, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$35,917
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,948

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

Administrative cost history3
2024$59,865 · 0.07%
2023$29,730 · 0.04%
2022$30,733 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · California
Dignity Health CA$88.7M · 0.04%
Clinica Sierra Vista CA$85.9M · 0.16%
Plum Healthcare Group, LLC CA$85.5M · 0.16%
Mlk, Jr. Community Hospital CA$85.2M · 0.05%
Falck USA, Inc. CA$82.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680288405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.