Plan Ledger DOL Form 5500 · updated monthly

Houston HospiceProfit-sharing plan

HOUSTON HOSPICE DISCRETIONARY FUNDING ACCOUNT · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Houston Hospice reported $8,739 in plan administrative expenses for 2023: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,938 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 0.22% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,737th of 5,688), and 9,628th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,520,242
Participants with balances246
Active participants105
Employer contributions$203,520
Employee contributions—
Employer contribution per active participant$1,938
Average account balance$10,245
Benefits paid to participants$342,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 229 accts · $206K emplr
2023$2.5M · 246 accts · $204K emplr
2022$2.3M · 229 accts · $177K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,739
Total administrative$8,739
Employer contributions to the Houston Hospice plan · 2023
Employer contribution per active participant$1,938
Median for plans this size$1,308
2024$1,930 per active participant
2023$1,938 per active participant
2022$1,802 per active participant

Houston Hospice's 2023 employer contribution ran above the $1,308 median for plans its size. 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.

Administrative cost history3
2024$11,690 · 0.47%
2023$8,739 · 0.36%
2022$6,115 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Three Oaks Hospice, Inc. TX$2.6M · 0.21%
Teach Me Personnel, LLC TX$2.6M · 0.59%
Healing Hands Healthcare TX$2.5M · 0.22%
Urgent Care for Kids, LLC TX$2.5M · 1.48%
Proscribe, LLC TX$2.5M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742092951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.