Plan Ledger DOL Form 5500 · updated monthly

United Medical DoctorsProfit-sharing plan

UNITED MEDICAL DOCTORS 401(K) PLAN · MURRIETA, CA · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

United Medical Doctors reported $10,575 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,865 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 (6,978th of 9,483), and 7,869th of 11,911 in health care & social assistance. In 2022, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,068,848
Participants with balances171
Active participants98
Employer contributions$476,810
Employee contributions$568,896
Employer contribution per active participant$4,865
Average account balance$29,642
Benefits paid to participants$27,461
Plan auditDisclaimer of opinion
AuditorLAVINE, LOFGREN, MORRIS & ENGELBERG
Administrative expenses, itemized · 2022
Professional / advisory$10,575
Total administrative$10,575
Employer contributions to the United Medical Doctors plan · 2022
Employer contribution per active participant$4,865
Median for plans this size$1,114

United Medical Doctors's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,575 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · California
Vasindas Around the Clock CA$5.1M · 0.94%
Psynergy Programs, Inc. CA$5.1M · 0.63%
Compass Family Services CA$5.0M · 0.80%
Families Forward CA$5.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200358722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.