American Health Care Association 401(k) match, vesting and fees
What American Health Care Association'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 | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Ellin & Tucker (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| American Health Care Association: employer contribution per participant | $10,223 | |
| Peer median | $1,803 |
| American Health Care Association: average balance | $276,696 | |
| Peer median | $48,934 |
| American Health Care Association: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.31% |
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 $32M at the end of plan year 2021 to $39.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 143 | $39.3M | $1.5M | $10,223 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 138 | $33.1M | $1.3M | $9,224 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 128 | $27.7M | $1.1M | $8,710 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 118 | $32M | $979K | $8,364 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does American Health Care Association match 401(k) contributions?
The match terms for the American Health Care Association 401k and Discretionary Defined Contribution Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $10,223 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Health Care Association 401(k) match vested?
The vesting schedule for the American Health Care Association 401k and Discretionary Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Health Care Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services, LLC. The plan administrator is American Health Care Association.
I left American Health Care Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Health Care Association, (202) 842-4444) or the recordkeeper, Oneamerica Retirement Services, LLC. The American Health Care Association old 401(k) page lists the contacts from every plan filing. Find an old American Health Care Association 401(k)
Data from the public Form 5500 annual reports American Health Care Association 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 American Health Care Association. Not financial advice. Report a correction · Methodology