Plan Ledger DOL Form 5500 · updated monthly

United Way of Tarrant County403(b)

UNITED WAY OF TARRANT COUNTY 403(B) PLAN · FORT WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

United Way of Tarrant County reported $13,756 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,977 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 rose from 0.23% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,904th of 5,688), and 2,209th of 3,341 in other services. In 2022, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,615,747
Participants with balances105
Active participants75
Employer contributions$298,262
Employee contributions$244,218
Employer contribution per active participant$3,977
Average account balance$53,483
Benefits paid to participants$466,072
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$4.3M · 105 accts · $330K emplr
2022$5.6M · 105 accts · $298K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,557
Total administrative$13,756
Employer contributions to the United Way of Tarrant County plan · 2022
Employer contribution per active participant$3,977
Median for plans this size$1,114
2023$4,514 per active participant
2022$3,977 per active participant

United Way of Tarrant County's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$14,936 · 0.30%
2022$13,756 · 0.23%
Similar plansOther Services · Texas
Camp Roofing, LTD. TX$5.9M · 0.53%
Desert Ndt, LLC TX$5.7M · 0.93%
Wynden Stark LLC TX$5.7M · 0.73%
All-Pro Reconditioning TX$5.2M · 0.44%
Houston Spca TX$5.1M · 0.04%
Sagent, LLC TX$5.1M · 0.92%
Samsung Hvac America, LLC TX$4.9M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 750858360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.