Plan Ledger DOL Form 5500 · updated monthly

Associated Anesthesiologists, Inc.401(k)

ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

Associated Anesthesiologists, Inc. reported $221,930 in plan administrative expenses for 2023: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $20,261 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 2 years on file its reported administrative ratio rose from 0.25% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 66th-largest of 724 plans among Oklahoma employers on file, and the 1,198th of 11,911 in health care & social assistance. In 2023, the employer put in $1.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$88,986,164
Participants with balances177
Active participants124
Employer contributions$2,512,405
Employee contributions$2,044,753
Employer contribution per active participant$20,261
Average account balance$502,747
Benefits paid to participants$5,404,393
Plan auditUnmodified (clean) audit opinion
AuditorCURZON CUMBEY & KUNKEL PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$86.4M · 175 accts · $2.8M emplr
2023$89.0M · 177 accts · $2.5M emplr
2022$76.0M · 169 accts · $2.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,107
Investment management$67,933
Trustee / custodial$150,890
Total administrative$221,930
The Associated Anesthesiologists, Inc. 401(k) match · 2023
Employer contribution per active participant$20,261
Median for plans this size$3,659
2024$21,533 per active participant
2023$20,261 per active participant
2022$19,361 per active participant

Associated Anesthesiologists, Inc.'s 2023 employer contribution ran above the $3,659 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 · 20232
TRUST COMPANY OF OKLAHOMA · Recordkeeping · Trustee$198,656
PINNACLE INVESTMENT ADVISORS$23,125

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

Recordkeeper by year2
2024TRUST COMPANY OF OKLAHOMA
2023TRUST COMPANY OF OKLAHOMA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$240,911 · 0.27%
2023$221,930 · 0.27%
2022$226,915 · 0.25%
Similar plansHealth Care & Social Assistance · Oklahoma
Ou Medicine, Inc. OK$591.5M · 0.12%
Oklahoma Heart Hospital LLC OK$340.0M · 0.04%
McBride Clinic, Inc. OK$117.4M · 0.05%
Communitycare, HMO, Inc. OK$61.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730716044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.