Plan Ledger DOL Form 5500 · updated monthly

Arizona Orthopedic Physical Therapy, PLLC401(k)

ARIZONA ORTHOPEDIC PHYSICAL THERAPY 401(K) PLAN · GOODYEAR, AZ · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Arizona Orthopedic Physical Therapy, PLLC reported $11,330 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $1,929 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,048th of 1,285), and 9,956th of 11,911 in health care & social assistance. In 2022, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,116,421
Participants with balances98
Active participants78
Employer contributions$150,500
Employee contributions$302,596
Employer contribution per active participant$1,929
Average account balance$21,596
Benefits paid to participants$162,152
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$8,829
Total administrative$11,330
The Arizona Orthopedic Physical Therapy, PLLC 401(k) match · 2022
Employer contribution per active participant$1,929
Median for plans this size$1,114

Arizona Orthopedic Physical Therapy, PLLC's 2022 employer contribution ran above the $1,114 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$11,330 · 0.52%
Similar plansHealth Care & Social Assistance · Arizona
Open Hearts AZ$2.8M · 0.09%
Beatitudes Campus AZ$2.3M · 1.46%
Sage Counseling, Inc. AZ$2.2M · 0.62%
Hozhoni Foundation, Inc. AZ$1.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205546849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.