Plan Ledger DOL Form 5500 · updated monthly

The Visiting Nurse Association of Texas403(b)

VNA OF TEXAS 403(B) RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

The Visiting Nurse Association of Texas reported $33,630 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,469 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 0.19%. 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 2,186th-largest of 5,688 plans among Texas employers on file, and the 4,022nd of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 237 to 292 since 2022.

Plan summary
Net assets, end of year$17,726,730
Participants with balances195
Active participants292
Employer contributions$429,039
Employee contributions$715,332
Employer contribution per active participant$1,469
Average account balance$90,906
Benefits paid to participants$2,583,852
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 195 accts · $429K emplr
2023$17.1M · 192 accts · $450K emplr
2022$14.6M · 200 accts · $458K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,630
Total administrative$33,630
Employer contributions to the The Visiting Nurse Association of Texas plan · 2024
Employer contribution per active participant$1,469
Median for plans this size$2,416
2024$1,469 per active participant
2023$1,729 per active participant
2022$1,932 per active participant

The Visiting Nurse Association of Texas's 2024 employer contribution ran below the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,629
CREATIVE PLANNING · Consultingindirect comp

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$33,630 · 0.19%
2023$27,464 · 0.17%
2022$29,202 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Texas
People's Community Clinic TX$18.1M · 0.42%
Oncology Consultants, P.A. TX$18.0M · 0.34%
Pmc Hospital, LLC TX$17.9M · 0.62%
West Texas Health, PLLC TX$17.4M · 0.25%
Hospice Austin TX$17.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750800692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.