Plan Ledger DOL Form 5500 · updated monthly

Apple Homecare Medical SupplyProfit-sharing plan

APPLE HOMECARE MEDICAL SUPPLY 401(K) PROFIT SHARING PLAN AND TRUST · RICHARDSON, TX · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Apple Homecare Medical Supply reported $4,133 in plan administrative expenses for 2023: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,883 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.

Across the 1 year on file its reported administrative ratio fell from 0.43% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,699th of 5,688), and 12,495th of 13,661 in manufacturing. In 2023, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,625,415
Participants with balances96
Active participants19
Employer contributions$92,768
Employee contributions$161,538
Employer contribution per active participant$4,883
Average account balance$27,348
Benefits paid to participants$381,801
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.6M · 96 accts · $93K emplr
2022$2.4M · 128 accts · $129K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,133
Total administrative$4,133
Employer contributions to the Apple Homecare Medical Supply plan · 2023
Employer contribution per active participant$4,883
Median for plans this size$1,308
2023$4,883 per active participant
2022$1,252 per active participant

Apple Homecare Medical Supply's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FUTUREPLAN · Contract administrator · Recordkeeping$4,133

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$4,133 · 0.17%
2022$11,157 · 0.43%
Same employer
Similar plansManufacturing · Texas
Kennedy Fabricating, LLC TX$2.7M · 0.70%
Double R Brand Foods, LLC TX$2.7M · 0.96%
Cps Houston, Inc. TX$2.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752949402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.