Plan Ledger DOL Form 5500 · updated monthly

The Joint Corp.401(k)

THE JOINT CORP. 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Joint Corp. reported $3,705 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $818 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 fell from 0.16% to 0.04%. 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 the 610th-largest of 1,285 plans among Arizona employers on file, and the 5,851st of 11,911 in health care & social assistance. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 406 to 713 since 2021.

Plan summary
Net assets, end of year$9,548,352
Participants with balances340
Active participants713
Employer contributions$583,040
Employee contributions$1,329,600
Employer contribution per active participant$818
Average account balance$28,083
Benefits paid to participants$437,117
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$9.5M · 340 accts · $583K emplr
2023$6.9M · 290 accts · $538K emplr
2022$4.6M · 231 accts · $511K emplr
2021$4.2M · 173 accts · $349K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,705
Total administrative$3,705
The The Joint Corp. 401(k) match · 2024
Employer contribution per active participant$818
Median for plans this size$1,313
2024$818 per active participant
2023$708 per active participant
2022$801 per active participant
2021$860 per active participant

The Joint Corp.'s 2024 employer contribution ran below 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.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,705

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history4
2024$3,705 · 0.04%
2023$7,918 · 0.14%
2022$6,409 · 0.15%
2021$5,841 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
People of Faith Inc. AZ$10.0M · 0.26%
Millenium Vision, Inc. AZ$9.7M · 0.76%
The Guidance Center, Inc. AZ$9.0M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 900544160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.