Plan Ledger DOL Form 5500 · updated monthly

Medical City Dallas Management, LTD.401(k)

MEDICAL CITY DALLAS MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Medical City Dallas Management, LTD. reported $67,712 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $7,952 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 0.37% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,131st-largest of 5,688 plans among Texas employers on file, and the 716th of 2,096 in real estate & leasing. In 2024, the employer put in $1.66 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,527,621
Participants with balances129
Active participants100
Employer contributions$795,210
Employee contributions$477,944
Employer contribution per active participant$7,952
Average account balance$143,625
Benefits paid to participants$353,277
Plan auditUnmodified (clean) audit opinion
AuditorVAIL & PARK, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 129 accts · $795K emplr
2023$16.5M · 134 accts · $684K emplr
2022$15.3M · 114 accts · $717K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,994
Investment management$59,718
Total administrative$67,712
The Medical City Dallas Management, LTD. 401(k) match · 2024
Employer contribution per active participant$7,952
Median for plans this size$2,416
2024$7,952 per active participant
2023$6,517 per active participant
2022$7,395 per active participant

Medical City Dallas Management, LTD.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PROACCOUNT · Recordkeeping · Investment management$59,718
NATIONWIDE · Recordkeeping · Custodial (securities)$12,917
CECILCO · Contract administrator · Pension consulting$6,800

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

Recordkeeper by year2
2024Nationwide, PROACCOUNT
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Medical City Dallas Management, LTD. 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$67,712 · 0.39%
2023$58,555 · 0.37%
2022$57,975 · 0.37%
Similar plansReal Estate & Leasing · Texas
South Oxford Management LLC TX$19.3M · 0.69%
Zt Employment Services, LLC TX$18.7M · 0.25%
Foundation Communities TX$16.8M · 0.57%
Numed, Inc. TX$16.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208186946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.