Plan Ledger DOL Form 5500 · updated monthly

The Woodlands Retirement Community, LLC401(k)

THE WOODLANDS RETIREMENT COMMUNITY, LLC. SAVINGS & RETIREMENT PLAN · FAIRFAX, VA · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

The Woodlands Retirement Community, LLC reported $17,863 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,003rd of 2,266), and 9,292nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,963,871
Participants with balances81
Active participants220
Employer contributions$0
Employee contributions$133,641
Employer contribution per active participant$0
Average account balance$36,591
Benefits paid to participants$465,124
Plan auditUnmodified (clean) audit opinion
AuditorWALKER HEALTHCARE SERVICES GROUP CP
The The Woodlands Retirement Community, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

The Woodlands Retirement Community, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,863 · 0.52%
Similar plansHealth Care & Social Assistance · Virginia
Care Advantage, Inc. VA$3.2M · 0.18%
Goodwill Services, Inc. VA$2.9M · 0.16%
Vernon J Harris East End VA$2.8M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331078212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.