Plan Ledger DOL Form 5500 · updated monthly

Pathology Laboratory Associates, Inc.401(k)

PATHOLOGY LABORATORY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Pathology Laboratory Associates, Inc. reported $124,061 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $9,369 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 1 year on file its reported administrative ratio rose from 0.10% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 100th-largest of 724 plans among Oklahoma employers on file, and the 1,680th of 11,911 in health care & social assistance. In 2024, the employer put in $1.55 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$57,621,585
Participants with balances187
Active participants138
Employer contributions$1,292,929
Employee contributions$836,669
Employer contribution per active participant$9,369
Average account balance$308,137
Benefits paid to participants$3,968,307
Plan auditUnmodified (clean) audit opinion
AuditorMORSE & CO., PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$57.6M · 187 accts · $1.3M emplr
2023$52.3M · 181 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$54,002
Total administrative$124,061
The Pathology Laboratory Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$9,369
Median for plans this size$3,635
2024$9,369 per active participant
2023$9,326 per active participant

Pathology Laboratory Associates, Inc.'s 2024 employer contribution ran above the $3,635 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
UPAL · Accounting / audit · Plan administrator$53,387
MUSTANG TITLE COMPANY$70,059
BOKF, NA · Trustee · Trustee (directed)$615

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

Recordkeeper by year2
2024UPAL
2023UPAL

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$124,061 · 0.23%
2023$49,038 · 0.10%
Similar plansHealth Care & Social Assistance · Oklahoma
Communitycare, HMO, Inc. OK$61.4M · 0.20%
Dean McGee Eye Institute OK$56.4M · 0.17%
Oklahoma Blood Institute OK$51.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731085650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.