Plan Ledger DOL Form 5500 · updated monthly

Collaborative for Children403(b)

COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Collaborative for Children reported $10,241 in plan administrative expenses for 2022: 0.32% of average plan assets, below the peer median. Employer contributions averaged $6,100 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 rose from 0.32% to 0.50%. 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 (4,550th of 5,688), and 9,164th of 11,911 in health care & social assistance. In 2022, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,129,748
Participants with balances151
Active participants43
Employer contributions$262,302
Employee contributions$382,790
Employer contribution per active participant$6,100
Average account balance$20,727
Benefits paid to participants$375,692
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 72 accts · $126K emplr
2023$2.8M · 103 accts · $124K emplr
2022$3.1M · 151 accts · $262K emplr
Administrative expenses, itemized · 2022
Investment management$10,241
Total administrative$10,241
The Collaborative for Children 401(k) match · 2022
Employer contribution per active participant$6,100
Median for plans this size$1,114
2024$3,508 per active participant
2023$2,629 per active participant
2022$6,100 per active participant

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

Recordkeeper by year2
2024Vanguard
2023Ascensus, Vanguard

This plan has changed recordkeepers within these filings. If you left Collaborative for Children before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,534 · 0.50%
2023$9,118 · 0.31%
2022$10,241 · 0.32%
Similar plansHealth Care & Social Assistance · Texas
Falls Community Hospital TX$3.3M · 0.02%
The Family Place, Inc. TX$3.3M · 0.18%
Nisha Jackson, Inc. TX$3.1M · 1.19%
Addiction Campuses TX$3.1M · 0.66%
New Hope Housing, Inc. TX$3.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760228065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.