Plan Ledger DOL Form 5500 · updated monthly

Vtr, Inc.401(k)

VTR, INC. FIELD EMPLOYEES 401(K) PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.86%

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

Vtr, Inc. reported $1,997 in plan administrative expenses for 2022: 0.86% of average plan assets, below the peer median. Employer contributions averaged $75 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (9,193rd of 9,483), and 11,498th of 11,654 in professional & technical services. In 2022, employees put in $7.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$300,904
Participants with balances25
Active participants176
Employer contributions$13,231
Employee contributions$101,465
Employer contribution per active participant$75
Average account balance$12,036
Benefits paid to participants$12,828
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,997
Total administrative$1,997
The Vtr, Inc. 401(k) match · 2022
Employer contribution per active participant$75
Median for plans this size$331

Vtr, Inc.'s 2022 employer contribution ran below the $331 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 history1
2022$1,997 · 0.86%
Similar plansProfessional & Technical Services · California
Furaat Inc CA$400K · 0.60%
R L Harris Wortham CA$395K · 1.31%
Land Ocean Inc CA$353K · 2.35%
First to Serve CA$280K · 1.55%
Sweda Company LLC CA$268K · 0.54%
Kmb Concepts LLC CA$262K · 0.43%
Arm Management Inc CA$248K · 1.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800242581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.