Astrana Health Management, Inc. 401(k) Review & Grade
Astrana Health Managment, Inc. Cash Or Deferred Profit Sharing Plan
Alhambra, CAHealth Care & Social Assistance1,082 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$925Employer $ per active participant
$3,715Employee $ saved per active participant
0.06%Direct admin cost, % of plan assets
$29.7MNet plan assets, end of year
$32,760Average balance per account
Score breakdown
- Employer generosity24.4 / 5049th percentile for employer $ per participant
- Low cost21.4 / 2585th percentile for low admin cost vs. same-size plans
- Employee saving9.6 / 1564th percentile for employee $ per participant
- Plan features0 / 10No auto-enrollment or default investment reported
Total score55 / 100 · Grade C
This plan vs. peers
Peers: Health Care & Social Assistance plans with 500–2,499 active participants (1,427 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 49th |
| Lower admin cost | 85th |
| Employee saving | 64th |
| Peers that auto-enroll | 36% |
Get the monthly 401(k) report card
The best and worst plans, new grades as filings post. One email a month, no spam.
Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Astrana Health Management put in about $925 per active participant, below the typical peer ($976). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,000,927 |
| Participant (employee) contributions | $4,021,457 |
| Other contributions (incl. rollovers in) | $1,062,225 |
| Administrative expenses paid from the plan | $14,171 |
| Benefits paid out | $1,095,584 |
| Net assets, start / end of year | $21.2M / $29.7M |
| Active participants, start / end of year | 943 / 1,222 |
| Participants with account balances | 908 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Lsl,llp |
Largest service providers (Schedule C)
| Wells Fargo Clearing Services LLC | $54,827 reported compensation |
| Oppenheimer & Co Inc | $9,239 reported compensation |
| International Benefit Planners | $4,776 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20260320173246NAL0012370546001, received 2026-03-20, EIN 95-4472349, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.