Page 27 - DCAC May 2025 Files

Executive summary Annual Data Point Review

County of San Mateo 457 Plan Annual Distributions and Loans Report Overview
The assets and participant
Overview
counts presented are effective as
of period end. The assets do not
Calendar Year $Rollovers Out # Rollovers Out $Ave. Rollover Out $Total Distributions $Outstanding Loans $Loans Ave. Balance # of Loans The assets and participant
reflect any adjustments,
counts below are effective as of
dividends, corrections, or similar
2024 $35,064,581 451 $77,749 $51,515,465 $8,133,933 $11,620 700 period end. The assets do not
that are processed after period
reflect any adjustments,
end.
2023 $28,383,448 454 $62,519 $41,595,722 $7,177,769 $11,077 648 dividends, corrections, or similar
that are processed after period
end.
2022 $21,031,012 256 $82,152 $39,112,598 $7,292,075 $11,799 618

2021 $18,028,023 249 $72,402 $30,390,623 $7,136,257 $11,492 621

2020 $15,380,395 212 $72,549 $27,629,894 $6,948,485 $11,447 607

2019 $18,247,988 202 $90,337 $29,034,651 $7,366,996 $10,818 681

2018 $15,393,482 184 $83,660 $26,116,154 $6,865,091 $10,231 671

2017 $10,247,923 146 $70,191 $20,621,284 $6,568,547 $9,023 728

2016 Data not available N/A $13,081,313 $6,490,708 $8,290 783

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