Plan Ledger DOL Form 5500 · updated monthly

Los Barrios Unidos Community Clinic, Inc.401(k)

LBUCC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Los Barrios Unidos Community Clinic, Inc. reported $101,605 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,930 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 3 years on file its reported administrative ratio has held roughly steady near 0.78%. 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 2,578th-largest of 5,688 plans among Texas employers on file, and the 4,756th of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has shrunk from 224 to 191 since 2022.

Plan summary
Net assets, end of year$13,705,051
Participants with balances263
Active participants191
Employer contributions$559,545
Employee contributions$820,702
Employer contribution per active participant$2,930
Average account balance$52,110
Benefits paid to participants$1,601,469
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 263 accts · $560K emplr
2023$12.3M · 269 accts · $600K emplr
2022$9.5M · 269 accts · $575K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,605
Total administrative$101,605
The Los Barrios Unidos Community Clinic, Inc. 401(k) match · 2024
Employer contribution per active participant$2,930
Median for plans this size$2,416
2024$2,930 per active participant
2023$2,817 per active participant
2022$2,566 per active participant

Los Barrios Unidos Community Clinic, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$101,605 · 0.78%
2023$83,856 · 0.77%
2022$81,488 · 0.79%
Similar plansHealth Care & Social Assistance · Texas
Regence Health Network TX$13.8M · 0.17%
Compass Connections TX$13.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751378664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.