Plan Ledger DOL Form 5500 · updated monthly

Valley Presbyterian Hospital403(b)

TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL · VAN NUYS, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Valley Presbyterian Hospital reported $233,900 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1 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 3 years on file its reported administrative ratio has held roughly steady near 0.280%. 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 1,102nd-largest of 9,483 plans among California employers on file, and the 1,191st of 11,911 in health care & social assistance. In 2024, employees put in $5922.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$89,365,880
Participants with balances1,599
Active participants1,688
Employer contributions$1,238
Employee contributions$7,331,622
Employer contribution per active participant$1
Average account balance$55,889
Benefits paid to participants$5,752,595
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.4M · 1,599 accts · $1K emplr
2023$77.7M · 1,622 accts
2022$65.2M · 1,659 accts · $739 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,694
Investment management$37,960
Total administrative$233,900
Employer contributions to the Valley Presbyterian Hospital plan · 2024
Employer contribution per active participant$1
Median for plans this size$3,635
2024$1 per active participant
2022$0 per active participant

Valley Presbyterian Hospital's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$107,850
MUTUAL OF AMERICA LIFE INS. CO. · Claims processing · Recordkeeping$7,411
MORGAN STANLEY GLOBAL BANKING · Consulting$37,960
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
2024Mutual of America, Transamerica
2023Mutual of America, Transamerica

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

Administrative cost history3
2024$233,900 · 0.28%
2023$220,357 · 0.31%
2022$202,620 · 0.28%
All plans at this employer2
401(A) VALLEY PRESBYTERIAN HOSPITAL DEFINED CONTRIBUTION PLANProfit-sharing plan
TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Barton Healthcare System CA$92.7M · 0.08%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951945832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.