Plan Ledger DOL Form 5500 · updated monthly

The Catholic Council for the Spanish Speaking of the Diocese of Stockt401(k)

EL CONCILIO PROFIT SHARING 401(K) PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

The Catholic Council for the Spanish Speaking of the Diocese of Stockt reported $71,792 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $2,174 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 0.95% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,527th of 9,483), and the 5,784th of 11,911 in health care & social assistance. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves; active participation has grown from 203 to 236 since 2022.

Plan summary
Net assets, end of year$9,755,225
Participants with balances240
Active participants236
Employer contributions$512,956
Employee contributions$491,608
Employer contribution per active participant$2,174
Average account balance$40,647
Benefits paid to participants$713,629
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 240 accts · $513K emplr
2023$8.4M · 244 accts · $484K emplr
2022$7.1M · 246 accts · $544K emplr
The The Catholic Council for the Spanish Speaking of the Diocese of Stockt 401(k) match · 2024
Employer contribution per active participant$2,174
Median for plans this size$1,313
2024$2,174 per active participant
2023$2,281 per active participant
2022$2,679 per active participant

The Catholic Council for the Spanish Speaking of the Diocese of Stockt's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$712

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$71,792 · 0.79%
2023$67,511 · 0.87%
2022$63,349 · 0.95%
Same employer
Similar plansHealth Care & Social Assistance · California
Pathway Society Inc. CA$9.7M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941677202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.