Agiliti Health 401(k) match, vesting and fees
What Agiliti 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified 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 15 defined-contribution plans in real estate and rental and leasing with 5,000 to 9,999 participants.
| Agiliti Health: employer contribution per participant | $889 | |
| Peer median | $1,849 |
| Agiliti Health: average balance | $34,641 | |
| Peer median | $61,541 |
| Agiliti Health: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.12% |
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 $259M at the end of plan year 2023 to $302M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,967 | $302M | $7.8M | $889 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 8,121 | $259M | $7.6M | $966 | 0.18% | Not published | Form 5500 ↗ |
Other Agiliti Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Agiliti Health Inc. Employees' Pension 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 | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Eide Bailly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Agiliti Health match 401(k) contributions?
The match terms for the Agiliti 401(k) have not been published from its filing yet. The plan year 2024 filing reports $7.8M in employer contributions, about $889 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Agiliti Health 401(k) match vested?
The vesting schedule for the Agiliti 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Agiliti Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Agiliti Health, Inc..
I left Agiliti Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Agiliti Health, Inc., (952) 893-3200) or the recordkeeper, Fidelity Investments Institutional. The Agiliti Health old 401(k) page lists the contacts from every plan filing. Find an old Agiliti Health 401(k)
Data from the public Form 5500 annual reports Agiliti Health filed with the U.S. Department of Labor (plan years 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 Agiliti Health. Not financial advice. Report a correction · Methodology