Plan Ledger DOL Form 5500 · updated monthly

Meals on Wheels and More, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF MEALS ON WHEELS AND MORE, INC. · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Meals on Wheels and More, Inc. reported $4,376 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,132 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 0.05% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,841st of 5,688), and 7,417th of 11,911 in health care & social assistance. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,892,389
Participants with balances383
Active participants253
Employer contributions$286,278
Employee contributions$256,922
Employer contribution per active participant$1,132
Average account balance$15,385
Benefits paid to participants$1,045,803
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 383 accts · $286K emplr
2023$5.7M · 373 accts · $276K emplr
2022$4.6M · 329 accts · $245K emplr
Employer contributions to the Meals on Wheels and More, Inc. plan · 2024
Employer contribution per active participant$1,132
Median for plans this size$1,313
2024$1,132 per active participant
2023$999 per active participant
2022$1,047 per active participant

Meals on Wheels and More, Inc.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,377

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$4,376 · 0.08%
2023$2,424 · 0.05%
2022$2,478 · 0.05%
Similar plansHealth Care & Social Assistance · Texas
Capitol Pain Institute TX$5.9M · 0.95%
Roseland Management, LLC TX$5.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237202594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.