Plan Ledger DOL Form 5500 · updated monthly

Valley Children's Hospital403(b)

VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN · MADERA, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Valley Children's Hospital reported $626,843 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $5,105 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 0.16% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 210th-largest of 9,483 plans among California employers on file, and the 284th of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 3,419 to 3,806 since 2022.

Plan summary
Net assets, end of year$611,817,845
Participants with balances4,419
Active participants3,806
Employer contributions$19,431,018
Employee contributions$24,371,696
Employer contribution per active participant$5,105
Average account balance$138,452
Benefits paid to participants$47,971,129
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$611.8M · 4,419 accts · $19.4M emplr
2023$550.2M · 4,282 accts · $17.2M emplr
2022$479.3M · 4,160 accts · $16.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$463,496
Investment management$132,608
Audit (IQPA)$27,563
Total administrative$626,843
Employer contributions to the Valley Children's Hospital plan · 2024
Employer contribution per active participant$5,105
Median for plans this size$4,294
2024$5,105 per active participant
2023$4,782 per active participant
2022$4,928 per active participant

Valley Children's Hospital's 2024 employer contribution ran above the $4,294 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 · 20248
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$463,471
MERCER INVESTMENTS LLC · Investment advisory (plan)$87,753
MOSS ADAMS, LLP · Accounting / audit$27,563
HUB INVESTMENT PARTNERS LLC · Investment advisory (plan)$16,474
PATHWAYS ADVISORY GROUP INC · Investment advisory (plan)$12,138
REGENCY INVESTMENT ADVISORS · Investment advisory (plan)$10,819
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,711
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$626,843 · 0.11%
2023$494,510 · 0.10%
2022$851,304 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · California
Huntington Memorial Hospital CA$619.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941294954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.