Plan Ledger DOL Form 5500 · updated monthly

Southlake Specialty Hosp LLP401(k)

SOUTHLAKE SPECIALTY HOSPITAL LLC 401(K) PLAN · SOUTHLAKE, TX · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

Southlake Specialty Hosp LLP reported $43,253 in plan administrative expenses for 2022: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,649 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,677th-largest of 5,688 plans among Texas employers on file, and the 4,940th of 11,911 in health care & social assistance. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,861,592
Participants with balances167
Active participants148
Employer contributions$392,064
Employee contributions$771,591
Employer contribution per active participant$2,649
Average account balance$77,016
Benefits paid to participants$2,150,219
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $14K emplr
2022$12.9M · 167 accts · $392K emplr
The Southlake Specialty Hosp LLP 401(k) match · 2022
Employer contribution per active participant$2,649
Median for plans this size$2,266

Southlake Specialty Hosp LLP's 2022 employer contribution ran above the $2,266 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 history2
2023Not separately reported
2022$43,253 · 0.30%
Similar plansHealth Care & Social Assistance · Texas
Hospice of East Texas TX$13.1M · 0.84%
Austin Retina Associates TX$13.0M · 0.65%
Ppg Health, PA TX$12.8M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020555370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.