Plan Ledger DOL Form 5500 · updated monthly

Refugee Services of Texas, Inc401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF REFUGEE SERVICES OF TEXAS, INC. · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Refugee Services of Texas, Inc reported $986 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $874 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 0.11% to 0.14%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,260th of 5,688), and 10,851st of 11,911 in health care & social assistance. In 2022, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,062,302
Participants with balances388
Active participants273
Employer contributions$238,513
Employee contributions$174,182
Employer contribution per active participant$874
Average account balance$2,738
Benefits paid to participants$86,517
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Plan history2
Yearassets · accounts · employer contribution
2023$957K · 189 accts · $106K emplr
2022$1.1M · 388 accts · $239K emplr
The Refugee Services of Texas, Inc 401(k) match · 2022
Employer contribution per active participant$874
Median for plans this size$331
2023$3,655 per active participant
2022$874 per active participant

Refugee Services of Texas, Inc'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 history2
2023$1,424 · 0.14%
2022$986 · 0.11%
Similar plansHealth Care & Social Assistance · Texas
Admn Services, LLC TX$1.1M · 1.40%
Carillon, Inc. TX$1.1M · 0.79%
Advo Companies, Inc. TX$1.1M · 0.11%
Jal Health Services, Inc. TX$1.0M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751618251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.