Plan Ledger DOL Form 5500 · updated monthly

Meals on Wheels San AntonioDC plan

403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS SAN ANTONIO · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Meals on Wheels San Antonio reported $2,168 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,232 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 0.07% to 0.10%. 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 (4,810th of 5,688), and 9,815th of 11,911 in health care & social assistance. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 116 to 151 since 2022.

Plan summary
Net assets, end of year$2,280,731
Participants with balances186
Active participants151
Employer contributions$186,059
Employee contributions$211,706
Employer contribution per active participant$1,232
Average account balance$12,262
Benefits paid to participants$284,102
Plan auditUnmodified (clean) audit opinion
AuditorADKF,P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 186 accts · $186K emplr
2023$1.9M · 203 accts · $167K emplr
2022$1.6M · 227 accts · $179K emplr
Employer contributions to the Meals on Wheels San Antonio plan · 2024
Employer contribution per active participant$1,232
Median for plans this size$1,313
2024$1,232 per active participant
2023$1,333 per active participant
2022$1,541 per active participant

Meals on Wheels San Antonio'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$2,918

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$2,168 · 0.10%
2023$929 · 0.05%
2022$1,107 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Caregiver 2, Inc. TX$2.3M · 1.70%
Smw Health Network, LLC TX$2.3M · 0.34%
Kids Are First, Inc. TX$2.2M · 1.15%
The Warren Center, Inc. TX$2.2M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741948646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.