San Juan Capestrano Hospital retirement plan: assets, participants and fees
What San Juan Capestrano Hospital'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 | Bppr - Popular Fiduciary Services | Schedule C ↗ |
| Independent auditor | Galindez, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| San Juan Capestrano Hospital: employer contribution per participant | $349 | |
| Peer median | $1,468 |
| San Juan Capestrano Hospital: average balance | $6,999 | |
| Peer median | $37,786 |
| San Juan Capestrano Hospital: admin expenses ÷ assets | 1.00% | |
| 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 $2.3M at the end of plan year 2021 to $2.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 418 | $2.9M | $143K | $349 | 1.00% | Not published | Form 5500 ↗ |
| 2023 | 406 | $2.4M | $153K | $430 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 363 | $1.8M | $135K | $380 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 327 | $2.3M | $130K | $401 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does San Juan Capestrano Hospital match 401(k) contributions?
The match terms for the San Juan Capestrano 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $143K in employer contributions, about $349 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Juan Capestrano Hospital 401(k) match vested?
The vesting schedule for the San Juan Capestrano 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Juan Capestrano Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bppr - Popular Fiduciary Services. The plan administrator is San Juan Capestrano Hospital, Inc.
I left San Juan Capestrano Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Juan Capestrano Hospital, Inc, (787) 625-2900) or the recordkeeper, Bppr - Popular Fiduciary Services. The San Juan Capestrano Hospital old 401(k) page lists the contacts from every plan filing. Find an old San Juan Capestrano Hospital 401(k)
Data from the public Form 5500 annual reports San Juan Capestrano Hospital 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 San Juan Capestrano Hospital. Not financial advice. Report a correction · Methodology