Plan Ledger DOL Form 5500 · updated monthly

Heart of Texas Region Mh/Mr CenterDC plan

EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER · WACO, TX · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Heart of Texas Region Mh/Mr Center reported $7,989 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,843 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 $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,113th-largest of 5,688 plans among Texas employers on file, and the 1,988th of 11,911 in health care & social assistance. In 2023, the employer put in $1.85 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$46,575,904
Participants with balances734
Active participants449
Employer contributions$2,174,584
Employee contributions$1,178,194
Employer contribution per active participant$4,843
Average account balance$63,455
Benefits paid to participants$3,962,754
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILET, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$46.6M · 734 accts · $2.2M emplr
2022$39.6M · 715 accts · $1.9M emplr
Employer contributions to the Heart of Texas Region Mh/Mr Center plan · 2023
Employer contribution per active participant$4,843
Median for plans this size$2,440
2023$4,843 per active participant
2022$4,373 per active participant

Heart of Texas Region Mh/Mr Center's 2023 employer contribution ran above the $2,440 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$7,989

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 history2
2023$7,989 · 0.02%
2022Not separately reported
All plans at this employer2
TAX DEFERRED ANNUITY PLAN OF HEART OF TEXAS BEHAVIORAL HEALTH NETWORKDefined-contribution plan
EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTERDefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · Texas
Reliant Pro Rehab, LLC TX$49.0M · 0.60%
Valor Healthcare, Inc. TX$45.5M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741622958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.