Plan Ledger DOL Form 5500 · updated monthly

United Regional Health Care System403(b)

UNITED REGIONAL HEALTH CARE SYSTEM RETIREMENT SAVINGS PLAN · WICHITA FALLS, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

United Regional Health Care System reported $219,970 in plan administrative expenses for 2024: 0.17% 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.

Across the 2 years on file its reported administrative ratio fell from 0.18% to 0.17%. 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 500th-largest of 5,688 plans among Texas employers on file, and the 838th of 11,911 in health care & social assistance. active participation has grown from 1,691 to 2,331 since 2022.

Plan summary
Net assets, end of year$138,091,429
Participants with balances2,365
Active participants2,331
Employer contributions$0
Employee contributions$11,540,263
Employer contribution per active participant$0
Average account balance$58,390
Benefits paid to participants$13,300,274
Plan auditUnmodified (clean) audit opinion
AuditorBLACK AND PINCKARD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$138.1M · 2,365 accts
2023$124.6M · 2,263 accts
2022$104.8M · 2,077 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$219,970
Total administrative$219,970
Employer contributions to the United Regional Health Care System plan · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

United Regional Health Care System's 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$219,970

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$219,970 · 0.17%
2023$213,259 · 0.19%
2022$203,677 · 0.18%
All plans at this employer2
UNITED REGIONAL HEALTH CARE SYSTEM RETIREMENT SAVINGS PLAN403(b)
UNITED REGIONAL HEALTH CARE SYSTEM 401(A) RETIREMENT SAVINGS PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Texas
Caris Science, Inc. TX$141.1M · 0.22%
Signify Health, LLC TX$131.8M · 0.16%
Ernest Health, Inc. TX$123.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751912147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.