Plan Ledger DOL Form 5500 · updated monthly

Phoenix Home Care, Inc.401(k)

PHOENIX HOME CARE, INC. 401(K) PROFIT SHARING PLAN · SPRINGFIELD, MO · plan year 2022

Reported admin expense ratio · 2022
1.35%

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

Phoenix Home Care, Inc. reported $70,808 in plan administrative expenses for 2022: 1.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $168 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 Missouri (1,089th of 1,393), and 7,934th 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$4,953,371
Participants with balances441
Active participants1,724
Employer contributions$288,942
Employee contributions$815,981
Employer contribution per active participant$168
Average account balance$11,232
Benefits paid to participants$615,418
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$70,808
Total administrative$70,808
The Phoenix Home Care, Inc. 401(k) match · 2022
Employer contribution per active participant$168
Median for plans this size$1,114

Phoenix Home Care, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$70,808 · 1.35%
Similar plansHealth Care & Social Assistance · Missouri
Life Unlimited, Inc. MO$4.9M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275336420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.