Plan Ledger DOL Form 5500 · updated monthly

South Texas Oncology & Hematology, PLLC401(k)

SOUTH TEXAS ONCOLOGY & HEMATOLOGY, PLLC 401(K) PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

South Texas Oncology & Hematology, PLLC reported $162,582 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,953 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 2 years on file its reported administrative ratio rose from 0.33% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,146th-largest of 5,688 plans among Texas employers on file, and the 2,047th of 11,911 in health care & social assistance. In 2024, employees put in $2.75 for every $1.00 the employer contributed; active participation has shrunk from 446 to 324 since 2022.

Plan summary
Net assets, end of year$44,914,105
Participants with balances343
Active participants324
Employer contributions$632,615
Employee contributions$1,740,342
Employer contribution per active participant$1,953
Average account balance$130,945
Benefits paid to participants$7,736,096
Plan auditUnmodified (clean) audit opinion
AuditorKBFALK, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$44.9M · 343 accts · $633K emplr
2023$43.9M · 345 accts · $708K emplr
2022$37.4M · 312 accts · $630K emplr
Administrative expenses, itemized · 2024
Investment management$162,582
Total administrative$162,582
The South Texas Oncology & Hematology, PLLC 401(k) match · 2024
Employer contribution per active participant$1,953
Median for plans this size$2,416
2024$1,953 per active participant
2023$1,490 per active participant
2022$1,412 per active participant

South Texas Oncology & Hematology, PLLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$162,582 · 0.37%
2023$142,056 · 0.35%
2022$129,357 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Valor Healthcare, Inc. TX$45.5M · 0.26%
Bakerripley TX$43.9M · 0.49%
El Centro Del Barrio TX$43.5M · 0.34%
Careflite TX$42.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742915297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.