Plan Ledger DOL Form 5500 · updated monthly

Tj Swift House, Inc.401(k)

TJ SWIFT HOUSE 401(K) PLAN · WEST PLAINS, MO · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Tj Swift House, Inc. reported $1,986 in plan administrative expenses for 2022: 0.61% of average plan assets, below the peer median. Employer contributions averaged $316 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,367th of 1,393), and 11,511th of 11,911 in health care & social assistance. In 2022, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$363,497
Participants with balances17
Active participants135
Employer contributions$42,622
Employee contributions$100,775
Employer contribution per active participant$316
Average account balance$21,382
Benefits paid to participants$4,298
Plan auditDisclaimer of opinion
AuditorWELCH, COUCH, & COMPANY, PA
The Tj Swift House, Inc. 401(k) match · 2022
Employer contribution per active participant$316
Median for plans this size$331

Tj Swift House, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,986 · 0.61%
Similar plansHealth Care & Social Assistance · Missouri
Haven Home Health MO$668K · 2.28%
Accolade Healthcare, LLC MO$556K · 1.72%
Dolan Memory Care MO$115K · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431550147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.