Plan Ledger DOL Form 5500 · updated monthly

Humpal Physicial Therapy P.C.401(k)

HUMPAL PHYSICAL THERAPY P.C. 401K PLAN · CORPUS CHRISTI, TX · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Humpal Physicial Therapy P.C. reported $56,822 in plan administrative expenses for 2022: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,265 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 0.92% to 2.29%. 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 (3,909th of 5,688), and 7,584th of 11,911 in health care & social assistance. In 2022, the employer put in $2.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,596,245
Participants with balances69
Active participants69
Employer contributions$225,305
Employee contributions$103,044
Employer contribution per active participant$3,265
Average account balance$81,105
Benefits paid to participants$88,120
Plan auditUnmodified (clean) audit opinion
AuditorPARK FOWLER & CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 232 accts · $449K emplr
2023$3.7M · 193 accts · $103K emplr
2022$5.6M · 69 accts · $225K emplr
Administrative expenses, itemized · 2022
Investment management$56,822
Total administrative$56,822
The Humpal Physicial Therapy P.C. 401(k) match · 2022
Employer contribution per active participant$3,265
Median for plans this size$1,114
2024$2,391 per active participant
2023$534 per active participant
2022$3,265 per active participant

Humpal Physicial Therapy P.C.'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.

Recordkeeper by year2
2024PCS Retirement
2023ALLIANCE BENEFIT GROUP ROCKY MT

This plan has changed recordkeepers within these filings. If you left Humpal Physicial Therapy P.C. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$96,224 · 2.29%
2023$83,794 · 1.81%
2022$56,822 · 0.92%
Similar plansHealth Care & Social Assistance · Texas
Roseland Management, LLC TX$5.8M · 0.40%
The Company of Rock House TX$5.8M · 0.59%
Reliant at Home Midco LLC TX$5.5M · 0.87%
Citysquare TX$5.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742681791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.