Plan Ledger DOL Form 5500 · updated monthly

Tyler Technologies, Inc.401(k)

TYLER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Tyler Technologies, Inc. reported $600,316 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $2,669 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 1 year on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 95th-largest of 5,688 plans among Texas employers on file, and the 155th of 11,654 in professional & technical services. In 2024, employees put in $3.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,213,378,610
Participants with balances8,537
Active participants7,135
Employer contributions$19,046,493
Employee contributions$69,577,800
Employer contribution per active participant$2,669
Average account balance$142,132
Benefits paid to participants$82,438,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 8,537 accts · $19.0M emplr
2023$1.0B · 8,462 accts · $18.6M emplr
2022$829.6M · 8,388 accts · $17.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$319,392
Investment management$258,468
Audit (IQPA)$20,475
Total administrative$600,316
The Tyler Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,669
Median for plans this size$5,259
2024$2,669 per active participant
2023$2,631 per active participant
2022$2,382 per active participant

Tyler Technologies, Inc.'s 2024 employer contribution ran below the $5,259 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$331,510
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$208,468
VALMARK ADVISERS, INC. · Investment advisory (plan)$50,000
BAKER TILLY US, LLP · Accounting / audit$20,475

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$600,316 · 0.05%
2023$585,466 · 0.06%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Texas
Worley Group Inc. TX$1.4B · 0.04%
Bmc Software, Inc. TX$1.4B · 0.06%
Locke Lord LLP TX$891.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752303920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.