Plan Ledger DOL Form 5500 · updated monthly

Southwest Ems401(k)

SOUTHWEST EMS 401K PLAN · MENA, AR · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Southwest Ems reported $685 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,035 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 Arkansas (387th of 456), and 9,945th of 11,911 in health care & social assistance. In 2022, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,124,845
Participants with balances88
Active participants92
Employer contributions$95,221
Employee contributions$170,325
Employer contribution per active participant$1,035
Average account balance$24,146
Benefits paid to participants$63,330
Plan auditDisclaimer of opinion
AuditorPRZYBYSZ & ASSOCIATES CPAS, P.C.
Administrative expenses, itemized · 2022
Professional / advisory$685
Total administrative$685
The Southwest Ems 401(k) match · 2022
Employer contribution per active participant$1,035
Median for plans this size$1,114

Southwest Ems's 2022 employer contribution ran below the $1,114 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 history1
2022$685 · 0.03%
Similar plansHealth Care & Social Assistance · Arkansas
Ozark Opportunities Inc. AR$2.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223877176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.