Plan Ledger DOL Form 5500 · updated monthly

C.C. Young Memorial Home403(b)

C.C. YOUNG RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

C.C. Young Memorial Home reported $900 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $823 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 0.04% to 0.02%. 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 (4,094th of 5,688), and 7,979th of 11,911 in health care & social assistance. In 2024, the employer put in $2.75 for every $1.00 employees contributed themselves; active participation has shrunk from 884 to 630 since 2022.

Plan summary
Net assets, end of year$4,880,932
Participants with balances181
Active participants630
Employer contributions$518,614
Employee contributions$188,801
Employer contribution per active participant$823
Average account balance$26,966
Benefits paid to participants$364,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 181 accts · $519K emplr
2023$4.1M · 162 accts · $177K emplr
2022$2.9M · 145 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$900
Total administrative$900
Employer contributions to the C.C. Young Memorial Home plan · 2024
Employer contribution per active participant$823
Median for plans this size$1,313
2024$823 per active participant
2023$321 per active participant
2022$169 per active participant

C.C. Young Memorial Home'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$900
GENEOS WEALTH MANAGEMENT INC · Other servicesindirect 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$900 · 0.02%
2023$860 · 0.02%
2022$1,210 · 0.04%
Similar plansHealth Care & Social Assistance · Texas
Wheel Health Inc. TX$4.9M · 0.16%
Ctw Home Health, LLC TX$4.7M · 0.43%
Air Force Villages, Inc. TX$4.7M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750800694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.