Plan Ledger DOL Form 5500 · updated monthly

West Texas Rehabilitation Center401(k)

WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN · ABILENE, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

West Texas Rehabilitation Center reported $38,554 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,561 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 0.14% to 0.12%. 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 1,424th-largest of 5,688 plans among Texas employers on file, and the 2,562nd of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,377,137
Participants with balances450
Active participants334
Employer contributions$855,483
Employee contributions$1,571,039
Employer contribution per active participant$2,561
Average account balance$74,171
Benefits paid to participants$3,634,894
Plan auditUnmodified (clean) audit opinion
AuditorMWH GROUP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$33.4M · 450 accts · $855K emplr
2023$30.3M · 443 accts · $801K emplr
2022$25.2M · 423 accts · $752K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,554
Total administrative$38,554
The West Texas Rehabilitation Center 401(k) match · 2024
Employer contribution per active participant$2,561
Median for plans this size$2,416
2024$2,561 per active participant
2023$2,495 per active participant
2022$2,403 per active participant

West Texas Rehabilitation Center's 2024 employer contribution ran above 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$38,554

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

Recordkeeper by year2
2024Alerus
2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,554 · 0.12%
2023$39,579 · 0.14%
2022$39,426 · 0.14%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 750868320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.