Plan Ledger DOL Form 5500 · updated monthly

Ophthalmic Partners, PA401(k)

OPHTHALMIC PARTNERS, PA 401(K) PLAN · FORT WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

Ophthalmic Partners, PA reported $39,457 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,605 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,519th of 5,688), and 6,689th of 11,911 in health care & social assistance. In 2022, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,404,259
Participants with balances72
Active participants87
Employer contributions$139,654
Employee contributions$394,166
Employer contribution per active participant$1,605
Average account balance$102,837
Benefits paid to participants$1,600,261
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$39,457
Total administrative$39,457
The Ophthalmic Partners, PA 401(k) match · 2022
Employer contribution per active participant$1,605
Median for plans this size$1,114

Ophthalmic Partners, PA's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$39,457 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lena Pope Home, Inc. TX$7.5M · 0.14%
Sagis, PLLC TX$7.2M · 0.52%
North Texas Food Bank TX$7.2M · 0.56%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752664866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.