Plan Ledger DOL Form 5500 · updated monthly

Tulsa Bone and Joint Associates, Inc.401(k)

TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Tulsa Bone and Joint Associates, Inc. reported $140,512 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $4,943 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 2 years on file its reported administrative ratio fell from 0.41% to 0.33%. 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 127th-largest of 724 plans among Oklahoma employers on file, and the 2,034th of 11,911 in health care & social assistance. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 180 to 319 since 2022.

Plan summary
Net assets, end of year$45,251,277
Participants with balances406
Active participants319
Employer contributions$1,576,834
Employee contributions$1,485,215
Employer contribution per active participant$4,943
Average account balance$111,456
Benefits paid to participants$3,351,629
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.3M · 406 accts · $1.6M emplr
2023$39.3M · 284 accts · $1.5M emplr
2022$31.7M · 258 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$140,512
Total administrative$140,512
The Tulsa Bone and Joint Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$4,943
Median for plans this size$2,416
2024$4,943 per active participant
2023$7,480 per active participant
2022$8,336 per active participant

Tulsa Bone and Joint Associates, Inc.'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 · 20245
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$54,276
EMPOWER ADVISORY GROUP, LLC · Investment management$14,049
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$12,208
PASI, LLC · Contract administrator$8,384

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$140,512 · 0.33%
2023$146,681 · 0.41%
2022$135,787 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Dean McGee Eye Institute OK$56.4M · 0.17%
Oklahoma Blood Institute OK$51.3M · 0.18%
The Children's Center, Inc. OK$42.0M · 0.43%
Amity Care LLC OK$32.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731551429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.