Plan Ledger DOL Form 5500 · updated monthly

Amarillo Heart Group, L.L.P.401(k)

AMARILLO HEART GROUP 401(K) AND PROFIT SHARING PLAN · AMARILLO, TX · plan year 2022

Reported admin expense ratio · 2022
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Amarillo Heart Group, L.L.P. reported $4,497 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,244 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,758th-largest of 5,688 plans among Texas employers on file, and the 5,094th of 11,911 in health care & social assistance. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,221,730
Participants with balances99
Active participants116
Employer contributions$260,344
Employee contributions$513,153
Employer contribution per active participant$2,244
Average account balance$123,452
Benefits paid to participants$1,625,402
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, GRAHAM & COMPANY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,497
Total administrative$4,497
The Amarillo Heart Group, L.L.P. 401(k) match · 2022
Employer contribution per active participant$2,244
Median for plans this size$2,266

Amarillo Heart Group, L.L.P.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,497 · 0.03%
Similar plansHealth Care & Social Assistance · Texas
United Medical Center TX$12.4M · 0.26%
El Campo Memorial Hospital TX$12.3M · 0.31%
Momentous Institute TX$12.3M · 0.45%
Foursquare Healthcare LTD. TX$12.1M · 0.53%
Kidkraft, Inc. TX$12.1M · 0.30%
Star of Hope Mission, Inc. TX$12.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201137329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.