Albert Einstein Healthcare Network 403(b) match, vesting and fees
What Albert Einstein Healthcare Network's 403(b) 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 Instl Ops Co | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Albert Einstein Healthcare Network: employer contribution per participant | $98 | |
| Peer median | $2,155 |
| Albert Einstein Healthcare Network: average balance | $68,093 | |
| Peer median | $66,935 |
| Albert Einstein Healthcare Network: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.08% |
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 $664M at the end of plan year 2021 to $737M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,398 | $737M | $1.1M | $98 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 11,276 | $659M | $1.1M | $100 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 11,151 | $555M | $1.2M | $112 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 10,803 | $664M | $1.3M | $117 | <0.01% | Not published | Form 5500 ↗ |
Other Albert Einstein Healthcare Network plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Einstein Medical Center Montgomery Retirement Savings 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 Instl Ops Co | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Albert Einstein Medical Center Employees 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.
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Albert Einstein Healthcare Network match 401(k) contributions?
The match terms for the Albert Einstein Healthcare Network Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $98 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Albert Einstein Healthcare Network 401(k) match vested?
The vesting schedule for the Albert Einstein Healthcare Network Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Albert Einstein Healthcare Network 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Instl Ops Co. The plan administrator is Albert Einstein Healthcare Network.
I left Albert Einstein Healthcare Network. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Albert Einstein Healthcare Network, (215) 456-6432) or the recordkeeper, Fid Inv Instl Ops Co. The Albert Einstein Healthcare Network old 401(k) page lists the contacts from every plan filing. Find an old Albert Einstein Healthcare Network 401(k)
Data from the public Form 5500 annual reports Albert Einstein Healthcare Network 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 Albert Einstein Healthcare Network. Not financial advice. Report a correction · Methodology