Plan Ledger DOL Form 5500 · updated monthly

Methodist Children's Home401(k)

METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN · WACO, TX · plan year 2025

Reported admin expense ratio · 2025
0.35%

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

Methodist Children's Home reported $77,843 in plan administrative expenses for 2025: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,971 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 fell from 0.40% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,789th-largest of 5,688 plans among Texas employers on file, and the 3,244th of 11,911 in health care & social assistance. In 2025, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 293 to 379 since 2022.

Plan summary
Net assets, end of year$24,096,652
Participants with balances390
Active participants379
Employer contributions$1,125,897
Employee contributions$925,381
Employer contribution per active participant$2,971
Average account balance$61,786
Benefits paid to participants$1,522,512
Plan auditUnmodified (clean) audit opinion
AuditorATCHLEY & ASSOCIATES, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$24.1M · 390 accts · $1.1M emplr
2024$20.4M · 344 accts · $1.0M emplr
2023$19.6M · 347 accts · $951K emplr
2022$17.2M · 347 accts · $1.0M emplr
The Methodist Children's Home 401(k) match · 2025
Employer contribution per active participant$2,971
Median for plans this size$2,666
2025$2,971 per active participant
2024$2,801 per active participant
2023$3,180 per active participant
2022$3,453 per active participant

Methodist Children's Home's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
LINCOLN NATIONAL CORPORATION · Contract administrator$69,443
WINNOW WEALTH, LLC · Investment advisory (participants) · Investment advisory (plan)$43,258
PB&H BENEFITS · Contract administrator$26,570
LEAFHOUSE FINANCIAL ADVISORS · Investment advisory (participants) · Investment advisory (plan)$10,815

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

Administrative cost history4
2025$77,843 · 0.35%
2024$102,632 · 0.51%
2023$88,146 · 0.48%
2022$76,858 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Texas Heart Institute TX$24.3M · 0.02%
Intrepid USA, Inc. TX$24.2M · 0.41%
Nluc, PLLC TX$24.2M · 0.03%
Blue Sprig Pediatrics, Inc. TX$24.0M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741109750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.