Plan Ledger DOL Form 5500 · updated monthly

Donna Medical Clinic, P.A.401(k)

DONNA MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN · MCALLEN, TX · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Donna Medical Clinic, P.A. reported $925 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,122 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 $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 (3,483rd of 5,688), and 6,640th of 11,911 in health care & social assistance. In 2022, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,544,753
Participants with balances165
Active participants117
Employer contributions$248,257
Employee contributions$205,330
Employer contribution per active participant$2,122
Average account balance$45,726
Benefits paid to participants$240,650
Plan auditUnmodified (clean) audit opinion
AuditorCARROLL & COOK CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$925
Total administrative$925
The Donna Medical Clinic, P.A. 401(k) match · 2022
Employer contribution per active participant$2,122
Median for plans this size$1,114

Donna Medical Clinic, P.A.'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.

Administrative cost history1
2022$925 · 0.01%
Similar plansHealth Care & Social Assistance · Texas
Solaris Healthcare, Inc. TX$7.7M · 0.35%
Lena Pope Home, Inc. TX$7.5M · 0.14%
Ophthalmic Partners, PA TX$7.4M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223875437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.