Associated Physical & Occupational 401(k) match, vesting and fees
What Associated Physical & Occupational'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Efpr Group PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Associated Physical & Occupational: employer contribution per participant | $1,386 | |
| Peer median | $1,468 |
| Associated Physical & Occupational: average balance | $35,568 | |
| Peer median | $37,786 |
| Associated Physical & Occupational: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.39% |
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 $3.2M at the end of plan year 2021 to $4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 142 | $4M | $157K | $1,386 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 134 | $3.3M | $138K | $1,290 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 117 | $2.5M | $142K | $1,312 | 1.01% | Not published | Form 5500 ↗ |
| 2021 | 122 | $3.2M | $140K | $1,228 | 0.93% | Not published | Form 5500 ↗ |
Common questions
Does Associated Physical & Occupational match 401(k) contributions?
The match terms for the Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $157K in employer contributions, about $1,386 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Associated Physical & Occupational 401(k) match vested?
The vesting schedule for the Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Associated Physical & Occupational 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Associated Physical & Occupational.
I left Associated Physical & Occupational. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Associated Physical & Occupational, (716) 874-6175) or the recordkeeper, Voya Retirement Insurance & Annuity. The Associated Physical & Occupational old 401(k) page lists the contacts from every plan filing. Find an old Associated Physical & Occupational 401(k)
Data from the public Form 5500 annual reports Associated Physical & Occupational 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 Associated Physical & Occupational. Not financial advice. Report a correction · Methodology