Anderson Healthcare 403(b) match, vesting and fees

Plan year 2025 filingAnderson Healthcare 403(b) Plan · Plan 002 · EIN 84-3965822Updated Oct 2026

What Anderson Healthcare's 403(b) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2M in employer contributions, about $1,067 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$56,476
Average account balance
1,965
Participants (end of year)
$106M
Plan assets (end of year)
0.23%
Admin expenses ÷ assets

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.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorCliftonlarsonallen LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.

Anderson Healthcare: employer contribution per participant$1,067
Peer median$1,537
Anderson Healthcare: average balance$56,476
Peer median$56,476
Anderson Healthcare: admin expenses ÷ assets0.23%
Peer median0.19%

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 $71.8M at the end of plan year 2022 to $106M at the end of plan year 2025.

$71.8M2022$84.7M2023$106M2025
End-of-year figures from each plan year's Form 5500 filing for the Anderson Healthcare plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20251,965$106M$2M$1,0670.23%Not publishedForm 5500 ↗
20231,987$84.7M$1.7M$911<0.01%Not publishedForm 5500 ↗
20221,811$71.8M$1.7M$1,019<0.01%Not publishedForm 5500 ↗

Common questions

Does Anderson Healthcare match 401(k) contributions?

The match terms for the Anderson Healthcare 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $1,067 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Anderson Healthcare 401(k) match vested?

The vesting schedule for the Anderson Healthcare 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Anderson Healthcare 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Anderson Healthcare.

I left Anderson Healthcare. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Anderson Healthcare, (618) 391-6432) or the recordkeeper, Principal Life Insurance Company. The Anderson Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Anderson Healthcare 401(k)

Data from the public Form 5500 annual reports Anderson Healthcare filed with the U.S. Department of Labor (plan years 2022 and 2023 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 Anderson Healthcare. Not financial advice. Report a correction · Methodology