Plan Ledger DOL Form 5500 · updated monthly

US Oncology Corporate, Inc.401(k)

TEXAS ONCOLOGY, P.A. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

US Oncology Corporate, Inc. reported $307,150 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $8,452 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 0.06% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 103rd-largest of 5,688 plans among Texas employers on file, and the 159th of 11,911 in health care & social assistance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 3,621 to 4,845 since 2022.

Plan summary
Net assets, end of year$1,157,120,940
Participants with balances6,110
Active participants4,845
Employer contributions$40,949,369
Employee contributions$38,223,689
Employer contribution per active participant$8,452
Average account balance$189,381
Benefits paid to participants$80,627,088
Plan auditUnmodified (clean) audit opinion
AuditorMELTON & MELTON
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 6,110 accts · $40.9M emplr
2023$985.6M · 5,681 accts · $37.5M emplr
2022$799.8M · 4,911 accts · $31.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$221,420
Investment management$71,730
Audit (IQPA)$14,000
Total administrative$307,150
The US Oncology Corporate, Inc. 401(k) match · 2024
Employer contribution per active participant$8,452
Median for plans this size$5,259
2024$8,452 per active participant
2023$8,242 per active participant
2022$8,820 per active participant

US Oncology Corporate, Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size. 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$239,923
NEPC, LLC · Investment advisory (plan) · Investment management$71,730
MELTON AND MELTON · Accounting / audit$14,000

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$307,150 · 0.03%
2023$297,997 · 0.03%
2022$511,289 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Texas Children's TX$2.1B · 0.06%
The Methodist Hospital TX$2.0B · 0.08%
Steward Health Care TX$1.8B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752131429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.