Retirement plan

EMPLOYEE BENEFIT PLAN OF HOPE HORIZON MENTAL HEALTH

Name: HOPE HORIZON MENTAL HEALTH - EMPLOYEE BENEFIT PLAN OF HOPE HORIZON MENTAL HEALTH (2025) Form 5500
Creator: HOPE HORIZON MENTAL HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HOPE HORIZON MENTAL HEALTH, HOPE HORIZON MENTAL HEALTH

HOPE HORIZON MENTAL HEALTHEIN 94-1748204Plan #001PY 2025

327 S. K STREET - TULARE, CA 93274559-686-9772

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.5M

-1.9% from 2024

Total participants

156

-14.8% from 2024

Average account balance

$29,529

+18.2% from 2024

Annual return

12.52%

-1.00 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

152

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$86

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$147 / participant

Contract admin$7K49.9%
Other / not subdivided$7K50.1%

% of EOY assets

0.291%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,529

$78,690-62.5%

$161,489-81.7%

$87,485-66.2%

Participation rate

95.5%

67.5%+28.0pp

78.7%+16.8pp

68.9%+26.6pp

Annual return

12.52%

32.74%-20.2pp

89.72%-77.2pp

26.06%-13.5pp

Employer contribution / active EE

$3,178

$2,588+22.8%

$4,268-25.6%

$2,596+22.4%

Participant deferral / active EE

$3,416

$3,311+3.2%

$5,630-39.3%

$4,274-20.1%

Admin fee / account holder

$86

$6,724-98.7%

$16,006-99.5%

$7,775-98.9%

EMPLOYEE BENEFIT PLAN OF HOPE HORIZON MENTAL HEALTH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HOPE HORIZON MENTAL HEALTH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion