Children's Home Society of California retirement plan: assets, participants and fees
What Children's Home Society of California's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Children's Home Society of California: employer contribution per participant | $3,507 | |
| Peer median | $1,468 |
| Children's Home Society of California: average balance | $60,621 | |
| Peer median | $37,786 |
| Children's Home Society of California: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.3M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 323 | $19M | $1.1M | $3,507 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 308 | $17M | $1.1M | $3,773 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 288 | $14.4M | $965K | $3,410 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 311 | $12.3M | $838K | $3,247 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Children's Home Society of California match 401(k) contributions?
The match terms for the Defined Contribution Pension Plan for the Employees of Children'S Home Society of California have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $3,507 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Children's Home Society of California 401(k) match vested?
The vesting schedule for the Defined Contribution Pension Plan for the Employees of Children'S Home Society of California is not in the data published so far. Your Summary Plan Description states it.
Who manages the Children's Home Society of California 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Children'S Home Society of California.
I left Children's Home Society of California. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Children'S Home Society of California, (213) 240-5925) or the recordkeeper, Mutual of America Investment Corp. The Children's Home Society of California old 401(k) page lists the contacts from every plan filing. Find an old Children's Home Society of California 401(k)
Data from the public Form 5500 annual reports Children's Home Society of California filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Children's Home Society of California. Not financial advice. Report a correction · Methodology