Plan Ledger DOL Form 5500 · updated monthly

Vnacare403(b)

VNACARE RETIREMENT PLAN · ONTARIO, CA · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Vnacare reported $21,554 in plan administrative expenses for 2022: 0.14% of average plan assets, below the peer median. Employer contributions averaged $325 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 0.14% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,540th-largest of 9,483 plans among California employers on file, and the 4,652nd of 11,911 in health care & social assistance. In 2022, employees put in $8.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,143,071
Participants with balances394
Active participants184
Employer contributions$59,857
Employee contributions$510,037
Employer contribution per active participant$325
Average account balance$35,896
Benefits paid to participants$1,755,797
Plan auditUnmodified (clean) audit opinion
AuditorWALTERS & SKLYAR LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 357 accts · $65K emplr
2023$13.6M · 350 accts · $56K emplr
2022$14.1M · 394 accts · $60K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,554
Total administrative$21,554
Employer contributions to the Vnacare plan · 2022
Employer contribution per active participant$325
Median for plans this size$2,266
2024$436 per active participant
2023$349 per active participant
2022$325 per active participant

Vnacare's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$25,111 · 0.19%
2023$18,585 · 0.13%
2022$21,554 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · California
Autism Learning Partners CA$14.3M · 1.79%
Mindful Health Solutions CA$14.2M · 0.51%
Western Youth Services CA$14.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951733155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.