Plan Ledger DOL Form 5500 · updated monthly

Walden Environment, Inc. dba Walden Family Services401(k)

WALDEN FAMILY SERVICES 401(K)PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

Walden Environment, Inc. dba Walden Family Services reported $19,000 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $727 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 (8,065th of 9,483), and 9,603rd of 11,911 in health care & social assistance. In 2022, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,544,399
Participants with balances62
Active participants89
Employer contributions$64,713
Employee contributions$181,159
Employer contribution per active participant$727
Average account balance$41,039
Benefits paid to participants$71,114
Plan auditUnmodified (clean) audit opinion
AuditorLEAF & COLE, LLP
Administrative expenses, itemized · 2022
Professional / advisory$1,380
Total administrative$19,000
The Walden Environment, Inc. dba Walden Family Services 401(k) match · 2022
Employer contribution per active participant$727
Median for plans this size$1,114

Walden Environment, Inc. dba Walden Family Services's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,000 · 0.81%
Similar plansHealth Care & Social Assistance · California
Statrad, LLC CA$2.6M · 0.61%
Royal Ambulance CA$2.6M · 0.92%
Healthcare Services Inc. CA$2.5M · 0.87%
Project Access, Inc. CA$2.5M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942358632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.