Adagio Health 401(k) match, vesting and fees
What Adagio Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co., Inc. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Adagio Health: employer contribution per participant | $744 | |
| Peer median | $1,468 |
| Adagio Health: average balance | $20,601 | |
| Peer median | $37,786 |
| Adagio Health: admin expenses ÷ assets | 1.79% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.7M at the end of plan year 2021 to $4.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 265 | $4.1M | $148K | $744 | 1.79% | Not published | Form 5500 ↗ |
| 2023 | 286 | $3.3M | $135K | $780 | 0.72% | Not published | Form 5500 ↗ |
| 2022 | 353 | $3.3M | $133K | $834 | 0.81% | Not published | Form 5500 ↗ |
| 2021 | 326 | $2.7M | $125K | $661 | 0.75% | Not published | Form 5500 ↗ |
Other Adagio Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Adagio Health, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Adagio Health match 401(k) contributions?
The match terms for the Adagio Health, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $148K in employer contributions, about $744 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Adagio Health 401(k) match vested?
The vesting schedule for the Adagio Health, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Adagio Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co. The plan administrator is Adagio Health, Inc..
I left Adagio Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Adagio Health, Inc., (412) 253-8120) or the recordkeeper, Empower Annuity Insurance Co. The Adagio Health old 401(k) page lists the contacts from every plan filing. Find an old Adagio Health 401(k)
Data from the public Form 5500 annual reports Adagio Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Adagio Health. Not financial advice. Report a correction · Methodology