Plan Ledger DOL Form 5500 · updated monthly

Texas Health Resources401(k)

TEXAS HEALTH 401(K) RETIREMENT PLAN · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Texas Health Resources reported $2,145,161 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $3,714 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 fell from 0.09% to 0.07%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 42nd-largest of 5,688 plans among Texas employers on file, and the 45th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,299,181,783
Participants with balances26,922
Active participants29,435
Employer contributions$109,317,675
Employee contributions$182,514,078
Employer contribution per active participant$3,714
Average account balance$122,546
Benefits paid to participants$291,433,030
Plan auditUnmodified (clean) audit opinion
AuditorKPMG, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.3B · 26,922 accts · $109.3M emplr
2023$2.9B · 26,675 accts · $102.0M emplr
2022$2.4B · 24,425 accts · $88.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$439,569
Investment management$1,643,092
Total administrative$2,145,161
The Texas Health Resources 401(k) match · 2024
Employer contribution per active participant$3,714
Median for plans this size$5,259
2024$3,714 per active participant
2023$3,437 per active participant
2022$3,257 per active participant

Texas Health Resources's 2024 employer contribution ran below the $5,259 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.

Service providers · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$1,643,084
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$444,971
CALLAN LLC · Consulting$62,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$2,145,161 · 0.07%
2023$2,085,695 · 0.08%
2022$2,274,530 · 0.09%
All plans at this employer5
FROZEN PHS 401(A) PLANMoney purchase plan
FROZEN PHS & HMHS 403(B) ANNUITY PLAN403(b)
FROZEN PHS & HMHS 401(K) PLAN401(k)
TEXAS HEALTH 401(K) RETIREMENT PLAN401(k)
TEXAS HEALTH FROZEN PRIOR EMPLOYER 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Texas
The Methodist Hospital TX$3.0B · 0.06%
Texas Children's TX$2.1B · 0.06%
The Methodist Hospital TX$2.0B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752702388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.