Plan Ledger DOL Form 5500 · updated monthly

Methodist Retirement Communities401(k)

METHODIST RETIREMENT COMMUNITIES & ITS AFFILIATED ORGS ASSOC 401K PLAN · THE WOODLANDS, TX · plan year 2025

Reported admin expense ratio · 2025
0.77%

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

Methodist Retirement Communities reported $104,609 in plan administrative expenses for 2025: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $858 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 4 years on file its reported administrative ratio has held roughly steady near 0.77%. 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 2,422nd-largest of 5,688 plans among Texas employers on file, and the 4,473rd of 11,911 in health care & social assistance. In 2025, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 543 to 861 since 2022.

Plan summary
Net assets, end of year$15,091,500
Participants with balances516
Active participants861
Employer contributions$739,155
Employee contributions$1,264,907
Employer contribution per active participant$858
Average account balance$29,247
Benefits paid to participants$1,280,481
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.1M · 516 accts · $739K emplr
2024$12.1M · 468 accts · $650K emplr
2023$10.1M · 418 accts · $347K emplr
2022$8.3M · 444 accts · $319K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$58,930
Investment management$33,129
Total administrative$104,609
The Methodist Retirement Communities 401(k) match · 2025
Employer contribution per active participant$858
Median for plans this size$2,666
2025$858 per active participant
2024$744 per active participant
2023$617 per active participant
2022$588 per active participant

Methodist Retirement Communities's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$8,090
BALLEW ADVISORS, INC. · Investment advisory (participants)$33,129
COMPENSATION STRATEGIES GROUP, LTD. · Pension consulting · Loan processing$19,275

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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Administrative cost history4
2025$104,609 · 0.77%
2024$99,047 · 0.89%
2023$83,188 · 0.91%
2022$65,955 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Ideal People Services LLC TX$15.1M · 0.71%
Charles L Heaton, MD. PA TX$14.9M · 0.01%
Intuitive Health, LLC TX$14.8M · 0.75%
Baptist Community Services TX$14.8M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741403088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.