Plan Ledger DOL Form 5500 · updated monthly

Capitol Home Health Management401(k)

CAPITOL HOME HEALTH INC 401(K) PROFIT SHARING PLAN AND TRUST · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
1.08%

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

Capitol Home Health Management reported $28,849 in plan administrative expenses for 2022: 1.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,706 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,802nd of 5,688), and 9,782nd of 11,911 in health care & social assistance. In 2022, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,324,101
Participants with balances61
Active participants106
Employer contributions$180,886
Employee contributions$364,468
Employer contribution per active participant$1,706
Average account balance$38,100
Benefits paid to participants$715,976
Plan auditUnmodified (clean) audit opinion
AuditorSAVILLE DODGEN & CO PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,849
Total administrative$28,849
The Capitol Home Health Management 401(k) match · 2022
Employer contribution per active participant$1,706
Median for plans this size$1,114

Capitol Home Health Management's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$28,849 · 1.08%
Similar plansHealth Care & Social Assistance · Texas
Medical Clinic of Sealy TX$2.4M · 0.01%
Hospice of El Paso, Inc. TX$2.4M · 0.01%
Caregiver 2, Inc. TX$2.3M · 1.70%
Smw Health Network, LLC TX$2.3M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 383978250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.