Plan Ledger DOL Form 5500 · updated monthly

The Brookwood CommunityDC plan

THE BROOKWOOD COMMUNITY TAX DEFERRED ANNUITY PLAN · BROOKSHIRE, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The Brookwood Community reported $125 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,964 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 0.01% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,566th of 5,688), and 6,778th of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 113 to 131 since 2022.

Plan summary
Net assets, end of year$7,191,963
Participants with balances273
Active participants131
Employer contributions$257,243
Employee contributions$393,282
Employer contribution per active participant$1,964
Average account balance$26,344
Benefits paid to participants$578,334
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 273 accts · $257K emplr
2023$6.6M · 254 accts · $212K emplr
2022$5.6M · 241 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125
Total administrative$125
Employer contributions to the The Brookwood Community plan · 2024
Employer contribution per active participant$1,964
Median for plans this size$1,313
2024$1,964 per active participant
2023$1,737 per active participant
2022$1,604 per active participant

The Brookwood Community's 2024 employer contribution ran above the $1,313 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$125 · 0.00%
2023$100 · 0.00%
2022$613 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Sagis, PLLC TX$7.2M · 0.52%
North Texas Food Bank TX$7.2M · 0.56%
Genesis Medical Group TX$7.2M · 1.04%
Chardonnay Dialysis, LLC TX$7.1M · 0.35%
Deca Dental Holdings, LLC TX$7.1M · 2.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741587672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.