Plans » Benchmarking Engine
Benchmarking South Texas Oncology & Hematology, PLLC 401(K) & PS Plan in San Antonio, TX against
good (1)
neutral (6)
South Texas Oncology & Hematology, PLLC 401(K) & PS Plan in San Antonio, TX has the 12th-most net assets (assets minus liabilities) ($34.80M) of the 85 plans within 50 miles. Those $34.80M compare to an average of $22.30M across the 85 plans.
Note: net assets (assets minus liabilities) =
total assets - total liabilities
South Texas Oncology & Hematology, PLLC 401(K) & PS Plan has these standings among those 85 plans:
Note: net assets (assets minus liabilities) =
total assets - total liabilities
South Texas Oncology & Hematology, PLLC 401(K) & PS Plan has these standings among those 85 plans:
- net assets (assets minus liabilities) = $34.80M (12th-most)
- total assets = $34.80M (12th-most)
- total liabilities = $46,362 (4th-most)
- net assets (assets minus liabilities). At end of plan year. Net assets equal total assets minus total liabilities. Line 1l from Schedule H. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
South Texas Oncology & Hematology, PLLC 401(K) & PS Plan in San Antonio, TX is in San Antonio, TX, is in the Southern states, its EIN is 742915297, its industry group is Offices of Physicians, a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, has total assets of $10M to $50M, has 100 to 499 total participants, is worse than the overall participant averages in each of net income per active participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (these 5 include the entire set), and is higher than the overall administrative medians in each of investment advisory and management fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets ($34.80M)
- net assets (assets minus liabilities) ($34.80M)
- value of interest in pooled separate accounts ($25,650,113)
- other general investments ($8,212,038)
- total income ($6,521,998)
- net income ($3,723,117)
- total expenses ($2,798,881)
- total contributions ($2,208,981)
- cash contributions from participants ($1,341,717)
- value of funds held in insurance company general account (unallocated contracts) ($769,911)
- cash contributions from employers ($542,358)
- investment advisory and management fees ($168,004)
- total administrative expenses ($168,004)
- participant loans ($154,932)
- average account balance ($73,885)
- total liabilities ($46,362)
- receivables participant contributions ($26,319)
- net income per active participant ($9,546)
- average participant cash contribution per active participant ($3,440)
- receivables employer contributions ($3,198)
- average employer cash contribution per active participant ($1,391)
- total administrative expense per participant ($356.70)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of interest in registered investment companies (e.g., mutual funds) ($0.0K)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- professional fees ($0)
- contract administrator fees ($0)
- other administrative expenses ($0)
- percentage of active participants at the end of the plan year (82.8%)
- diversity of asset types (21.4%)
- total administrative expense ratio (0.480%)
- participant loans as a percentage of plan assets (0.45%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (390)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (471)
- other retired or separated participants entitled to future benefits (81)
- retired or separated participants receiving benefits (0)
- total participants (471)
Global References