Plan Ledger DOL Form 5500 · updated monthly

U.S. Physical Therapy, Inc.401(k)

U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.30%

U.S. Physical Therapy, Inc. reported $294,817 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. 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 rose from 0.25% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 632nd-largest of 5,688 plans among Texas employers on file, and the 1,065th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$104,457,014
Participants with balances3,421
Active participants2,940
Employer contributions—
Employee contributions$9,296,191
Employer contribution per active participant—
Average account balance$30,534
Benefits paid to participants$10,846,801
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$104.5M · 3,421 accts
2023$92.8M · 3,281 accts
2022$77.1M · 3,030 accts · $357 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$149,293
Audit (IQPA)$15,000
Total administrative$294,817
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 · 20243
T ROWE PRICE RPS INC · Recordkeeping · Trustee$149,293
MBG RETIREMENT · Consulting$65,000
MELTON & MELTON LLP · Accounting / audit$15,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$294,817 · 0.30%
2023$234,669 · 0.28%
2022$209,625 · 0.25%
All plans at this employer3
U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN401(k)
U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN401(k)
U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Texas
Houston Radiology Associated TX$108.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760364866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.