Plan Ledger DOL Form 5500 · updated monthly

Barrio Comprehensive Family Health Care Center401(k)

BARRIO 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Barrio Comprehensive Family Health Care Center reported $29,832 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,817 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 fell from 0.17% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,832nd-largest of 5,688 plans among Texas employers on file, and the 3,333rd of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 695 to 950 since 2022.

Plan summary
Net assets, end of year$23,156,747
Participants with balances934
Active participants950
Employer contributions$1,726,049
Employee contributions$2,584,024
Employer contribution per active participant$1,817
Average account balance$24,793
Benefits paid to participants$3,756,583
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 934 accts · $1.7M emplr
2023$20.1M · 769 accts · $1.4M emplr
2022$14.9M · 638 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,832
Total administrative$29,832
The Barrio Comprehensive Family Health Care Center 401(k) match · 2024
Employer contribution per active participant$1,817
Median for plans this size$2,416
2024$1,817 per active participant
2023$1,761 per active participant
2022$1,613 per active participant

Barrio Comprehensive Family Health Care Center's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping$1,018
ASCENSUS, INC. · Contract administrator$18,855
ASCENSUS HOLDINGS INC. · Contract administrator$7,800
MMLISindirect comp

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

Administrative cost history3
2024$29,832 · 0.14%
2023$12,123 · 0.07%
2022$25,508 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Blue Sprig Pediatrics, Inc. TX$24.0M · 1.61%
Lubbock Heart Hospital, LP TX$21.9M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741724391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.