South Coast Medical Center retirement plan: assets, participants and fees
What South Coast Medical Center'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 | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 pension plans in health care and social assistance with 100 to 499 participants.
| South Coast Medical Center: employer contribution per participant | $2,971 | |
| Peer median | $4,278 |
| South Coast Medical Center: average balance | $19,906 | |
| Peer median | $54,771 |
| South Coast Medical Center: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.50% |
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 $5.3M at the end of plan year 2021 to $5.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 277 | $5.5M | $823K | $2,971 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 298 | $4.9M | $102K | $342 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 308 | $5M | $95K | $310 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 322 | $5.3M | $177K | $550 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does South Coast Medical Center match 401(k) contributions?
The match terms for the Retirement Plan for Employees of South Coast Medical Center have not been published from its filing yet. The plan year 2024 filing reports $823K in employer contributions, about $2,971 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the South Coast Medical Center 401(k) match vested?
The vesting schedule for the Retirement Plan for Employees of South Coast Medical Center is not in the data published so far. Your Summary Plan Description states it.
Who manages the South Coast Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Trust Company. The plan administrator is South Coast Medical Center.
I left South Coast Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (South Coast Medical Center, (916) 406-0000) or the recordkeeper, Principal Trust Company. The South Coast Medical Center old 401(k) page lists the contacts from every plan filing. Find an old South Coast Medical Center 401(k)
Data from the public Form 5500 annual reports South Coast Medical Center 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 South Coast Medical Center. Not financial advice. Report a correction · Methodology