Plan Ledger DOL Form 5500 · updated monthly

Jw Eye Associates, PA401(k)

JW EYE ASSOCIATES, PA 401(K) PROFIT SHARING PLAN & TRUST · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Jw Eye Associates, PA reported $87,759 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $491 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 fell from 0.61% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,030th-largest of 5,688 plans among Texas employers on file, and the 3,721st of 11,911 in health care & social assistance. In 2024, employees put in $9.03 for every $1.00 the employer contributed; active participation has grown from 213 to 340 since 2022.

Plan summary
Net assets, end of year$19,781,813
Participants with balances366
Active participants340
Employer contributions$167,083
Employee contributions$1,508,713
Employer contribution per active participant$491
Average account balance$54,049
Benefits paid to participants$1,153,765
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$19.8M · 366 accts · $167K emplr
2023$16.7M · 352 accts · $145K emplr
2022$10.8M · 262 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,223
Investment management$35,536
Total administrative$87,759
The Jw Eye Associates, PA 401(k) match · 2024
Employer contribution per active participant$491
Median for plans this size$2,416
2024$491 per active participant
2023$497 per active participant
2022$554 per active participant

Jw Eye Associates, PA's 2024 employer contribution ran below the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,223
MMA SECURITIES · Investment advisory (plan)$35,287

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

Administrative cost history4
2025Not separately reported
2024$87,759 · 0.48%
2023$72,336 · 0.53%
2022$70,442 · 0.61%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Sonida Senior Living, Inc. TX$20.2M · 0.66%
Advanced Pain Care, PA TX$19.4M · 0.59%
Texas Hospital Association TX$19.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752646217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.