Plan Ledger DOL Form 5500 · updated monthly

The Cooper Clinic, a Professional Assoc.401(k)

THE COOPER CLINIC, A PROFESSIONAL ASSOCIATION 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Cooper Clinic, a Professional Assoc. reported $16,161 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,042 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 3 years on file its reported administrative ratio has held roughly steady near 0.045%. 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 1,279th-largest of 5,688 plans among Texas employers on file, and the 2,297th of 11,911 in health care & social assistance. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,705,164
Participants with balances217
Active participants208
Employer contributions$1,048,718
Employee contributions$1,461,346
Employer contribution per active participant$5,042
Average account balance$178,365
Benefits paid to participants$2,312,416
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.7M · 217 accts · $1.0M emplr
2023$33.6M · 211 accts · $950K emplr
2022$27.8M · 196 accts · $703K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,161
Total administrative$16,161
The The Cooper Clinic, a Professional Assoc. 401(k) match · 2024
Employer contribution per active participant$5,042
Median for plans this size$2,416
2024$5,042 per active participant
2023$4,752 per active participant
2022$3,681 per active participant

The Cooper Clinic, a Professional Assoc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$67,770

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,161 · 0.04%
2023$13,896 · 0.05%
2022$13,764 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Urology Austin, PLLC TX$38.7M · 0.12%
Airrosti Rehab Centers LLC. TX$37.6M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751457989 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.