Plan Ledger DOL Form 5500 · updated monthly

Clarewood House, Inc.403(b)

CLAREWOOD HOUSE RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Clarewood House, Inc. reported $2,658 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,426 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 0.05%. 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 (3,804th of 5,688), and 7,320th of 11,911 in health care & social assistance. In 2023, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,043,020
Participants with balances98
Active participants107
Employer contributions$259,610
Employee contributions$229,148
Employer contribution per active participant$2,426
Average account balance$61,663
Benefits paid to participants$607,656
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.0M · 98 accts · $260K emplr
2022$5.4M · 95 accts · $245K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,658
Total administrative$2,658
Employer contributions to the Clarewood House, Inc. plan · 2023
Employer contribution per active participant$2,426
Median for plans this size$1,308
2023$2,426 per active participant
2022$1,513 per active participant

Clarewood House, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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.

Service providers · 20231
FIDELITY · Loan processing$2,658

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

Administrative cost history2
2023$2,658 · 0.05%
2022$2,606 · 0.04%
Similar plansHealth Care & Social Assistance · Texas
Dimmit Regional Hospital TX$6.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741468123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.