Plan Ledger DOL Form 5500 · updated monthly

West Texas Health, PLLC401(k)

WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN · ABILENE, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

West Texas Health, PLLC reported $40,793 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,881 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 3 years on file its reported administrative ratio has held roughly steady near 0.251%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,214th-largest of 5,688 plans among Texas employers on file, and the 4,077th of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,391,525
Participants with balances241
Active participants178
Employer contributions$334,814
Employee contributions$683,928
Employer contribution per active participant$1,881
Average account balance$72,164
Benefits paid to participants$620,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 241 accts · $335K emplr
2023$15.1M · 228 accts · $576K emplr
2022$12.6M · 234 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,254
Investment management$4,539
Total administrative$40,793
The West Texas Health, PLLC 401(k) match · 2024
Employer contribution per active participant$1,881
Median for plans this size$2,416
2024$1,881 per active participant
2023$3,111 per active participant
2022$2,746 per active participant

West Texas Health, PLLC's 2024 employer contribution ran below the $2,416 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 · 20241
FID INVEST INST OPS CO · Loan processing$36,254

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$40,793 · 0.25%
2023$34,602 · 0.25%
2022$33,996 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Oncology Consultants, P.A. TX$18.0M · 0.34%
Pmc Hospital, LLC TX$17.9M · 0.62%
Hospice Austin TX$17.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872044230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.