Adventist Health System/West 401(k) match, vesting and fees
What Adventist Health System/West'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 | Fid Inv Ops | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Adventist Health System/West: employer contribution per participant | $2,938 | |
| Peer median | $1,895 |
| Adventist Health System/West: average balance | $51,530 | |
| Peer median | $71,034 |
| Adventist Health System/West: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.10% |
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 $60.9M at the end of plan year 2021 to $287M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,777 | $287M | $16.3M | $2,938 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 3,114 | $116M | $9.3M | $3,164 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 2,915 | $73.5M | $13.5M | $5,058 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 3,003 | $60.9M | $2.8M | $1,114 | 0.03% | Not published | Form 5500 ↗ |
Other Adventist Health System/West plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Adventist Health 403(b) ERISA 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.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Adventist Health System/West match 401(k) contributions?
The match terms for the Adventist Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $16.3M in employer contributions, about $2,938 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Adventist Health System/West 401(k) match vested?
The vesting schedule for the Adventist Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Adventist Health System/West 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Ops. The plan administrator is Adventist Health Retirement Committee (Non-Church).
I left Adventist Health System/West. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Adventist Health Retirement Committee (Non-Church), (321) 439-6527) or the recordkeeper, Fid Inv Ops. The Adventist Health System/West old 401(k) page lists the contacts from every plan filing. Find an old Adventist Health System/West 401(k)
Data from the public Form 5500 annual reports Adventist Health System/West filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Adventist Health System/West. Not financial advice. Report a correction · Methodology