Plan Ledger DOL Form 5500 · updated monthly

Disability Services of the Southwest401(k)

DISABILITY SERVICES OF THE SOUTHWEST 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

Disability Services of the Southwest reported $404 in plan administrative expenses for 2022: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $74 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,586th of 5,688), and 11,648th of 11,911 in health care & social assistance. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$221,913
Participants with balances85
Active participants780
Employer contributions$57,612
Employee contributions$148,331
Employer contribution per active participant$74
Average account balance$2,611
Benefits paid to participants$3,695
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$179
Professional / advisory$225
Total administrative$404
The Disability Services of the Southwest 401(k) match · 2022
Employer contribution per active participant$74
Median for plans this size$331

Disability Services of the Southwest's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$404 · 0.18%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 752483918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.