Plan Ledger DOL Form 5500 · updated monthly

Citysquare401(k)

EMPLOYEE BENEFIT PLAN OF CITYSQUARE · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Citysquare reported $1,611 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,060 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 0.24% to 0.06%. 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 (3,948th of 5,688), and 7,660th of 11,911 in health care & social assistance. In 2023, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,437,142
Participants with balances246
Active participants158
Employer contributions$167,449
Employee contributions$412,277
Employer contribution per active participant$1,060
Average account balance$22,102
Benefits paid to participants$978,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 178 accts · $69K emplr
2023$5.4M · 246 accts · $167K emplr
2022$5.0M · 256 accts · $187K emplr
The Citysquare 401(k) match · 2023
Employer contribution per active participant$1,060
Median for plans this size$1,308
2024$2,025 per active participant
2023$1,060 per active participant
2022$1,080 per active participant

Citysquare's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,617

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$2,740 · 0.06%
2023$1,611 · 0.03%
2022$13,558 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Reliant at Home Midco LLC TX$5.5M · 0.87%
Mission Road Ministries TX$5.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752332948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.