Plan Ledger DOL Form 5500 · updated monthly

Houston Healthcare403(b)

HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN · WARNER ROBINS, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Houston Healthcare reported $128,763 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $1,481 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 0.09% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 241st-largest of 2,160 plans among Georgia employers on file, and the 912th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$124,005,095
Participants with balances2,465
Active participants2,427
Employer contributions$3,594,589
Employee contributions$7,236,547
Employer contribution per active participant$1,481
Average account balance$50,306
Benefits paid to participants$14,394,603
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.0M · 2,465 accts · $3.6M emplr
2023$112.7M · 2,325 accts · $3.4M emplr
2022$99.0M · 2,346 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,413
Investment management$350
Total administrative$128,763
Employer contributions to the Houston Healthcare plan · 2024
Employer contribution per active participant$1,481
Median for plans this size$3,635
2024$1,481 per active participant
2023$1,419 per active participant
2022$1,184 per active participant

Houston Healthcare's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$128,413
CHARLES SCHWAB & CO., INC. · Securities brokerage$350
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$128,763 · 0.11%
2023$112,378 · 0.11%
2022$101,109 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Au Medical Center, Inc. GA$148.2M · 0.09%
The Longstreet Clinic, P.C. GA$143.0M · 0.14%
Care, Inc. GA$115.5M · 0.08%
Usop, LLC GA$102.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 711045290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.