Plan Ledger DOL Form 5500 · updated monthly

Oneshare Health, LLC401(k)

ONESHARE HEALTH PLAN & TRUST · IRVING, TX · plan year 2022

Reported admin expense ratio · 2022
0.85%

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

Oneshare Health, LLC reported $8,489 in plan administrative expenses for 2022: 0.85% of average plan assets, below the peer median. Employer contributions averaged $864 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (5,293rd of 5,688), and 4,728th of 4,798 in finance & insurance. In 2022, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$968,732
Participants with balances78
Active participants102
Employer contributions$88,133
Employee contributions$136,807
Employer contribution per active participant$864
Average account balance$12,420
Benefits paid to participants$198,222
Plan auditUnmodified (clean) audit opinion
AuditorBIGGSKOFFORD, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,750
Investment management$5,739
Total administrative$8,489
The Oneshare Health, LLC 401(k) match · 2022
Employer contribution per active participant$864
Median for plans this size$331

Oneshare Health, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,489 · 0.85%
Same employer
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J & K Pms, Inc TX$1.8M · 1.20%
49 Management Company TX$1.6M · 0.54%
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Zurvita, Inc. TX$634K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814389177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.