Plan Ledger DOL Form 5500 · updated monthly

Big Brothers Big Sisters Lone401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS LONE STAR · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Big Brothers Big Sisters Lone reported $689 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,056 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 0.02% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,823rd of 5,688), and 7,354th of 11,911 in health care & social assistance. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,987,794
Participants with balances129
Active participants61
Employer contributions$64,391
Employee contributions$224,129
Employer contribution per active participant$1,056
Average account balance$46,417
Benefits paid to participants$127,334
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 129 accts · $64K emplr
2023$4.9M · 129 accts · $50K emplr
2022$4.2M · 127 accts · $50K emplr
The Big Brothers Big Sisters Lone 401(k) match · 2024
Employer contribution per active participant$1,056
Median for plans this size$1,313
2024$1,056 per active participant
2023$775 per active participant
2022$807 per active participant

Big Brothers Big Sisters Lone's 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$725

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$689 · 0.01%
2023$226 · 0.00%
2022$727 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Clarewood House, Inc. TX$6.0M · 0.05%
Dimmit Regional Hospital TX$6.0M · 0.50%
Capitol Pain Institute TX$5.9M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750800632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.