Plan Ledger DOL Form 5500 · updated monthly

Arlington Orthopedic Associates, P.A.401(k)

ARLINGTON ORTHOPEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN · ARLINGTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Arlington Orthopedic Associates, P.A. reported $51,570 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,838 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 0.47% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,530th-largest of 5,688 plans among Texas employers on file, and the 4,666th of 11,911 in health care & social assistance. In 2023, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 193 to 228 since 2022.

Plan summary
Net assets, end of year$14,115,325
Participants with balances302
Active participants228
Employer contributions$419,028
Employee contributions$1,039,799
Employer contribution per active participant$1,838
Average account balance$46,739
Benefits paid to participants$1,321,012
Plan auditUnmodified (clean) audit opinion
AuditorOSIEK PATYK & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$14.1M · 302 accts · $419K emplr
2022$11.9M · 282 accts · $452K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,426
Investment management$21,144
Total administrative$51,570
The Arlington Orthopedic Associates, P.A. 401(k) match · 2023
Employer contribution per active participant$1,838
Median for plans this size$2,440
2023$1,838 per active participant
2022$2,340 per active participant

Arlington Orthopedic Associates, P.A.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,426
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$14,642
VISIONPOINT ADVISORY GROUP · Investment advisory (plan)$6,502

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

Administrative cost history3
2024Not separately reported
2023$51,570 · 0.40%
2022$59,767 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Westlake Dermatology, PA TX$14.6M · 0.36%
Cls Health PLLC TX$14.3M · 0.07%
Covenant Group Holdings, LP TX$14.3M · 0.85%
Nexus Health Systems, LTD TX$14.0M · 0.60%
Regence Health Network TX$13.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752661095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.