Plan Ledger DOL Form 5500 · updated monthly

Cathy Home Care LTD.401(k)

CATHY HOME CARE LTD. SAFE HARBOR 401(K) PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Cathy Home Care LTD. reported $1,725 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $93 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 1 year on file its reported administrative ratio rose from 0.04% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,757th of 5,688), and 9,671st of 11,911 in health care & social assistance. In 2023, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,463,683
Participants with balances93
Active participants585
Employer contributions$54,567
Employee contributions$156,543
Employer contribution per active participant$93
Average account balance$26,491
Benefits paid to participants$95,251
Plan auditUnmodified (clean) audit opinion
AuditorA. PORTER, CPA
Plan history2
Yearassets · accounts · employer contribution
2023$2.5M · 93 accts · $55K emplr
2022$2.1M · 103 accts · $55K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,725
Total administrative$1,725
The Cathy Home Care LTD. 401(k) match · 2023
Employer contribution per active participant$93
Median for plans this size$1,308
2023$93 per active participant
2022$88 per active participant

Cathy Home Care LTD.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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.

Administrative cost history2
2023$1,725 · 0.08%
2022$850 · 0.04%
Similar plansHealth Care & Social Assistance · Texas
Urgent Care for Kids, LLC TX$2.5M · 1.48%
Proscribe, LLC TX$2.5M · 0.83%
Medical Clinic of Sealy TX$2.4M · 0.01%
Hospice of El Paso, Inc. TX$2.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680505714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.