Atrio Health Plans 401(k) match, vesting and fees
What Atrio Health Plans' 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 | John Hancock Life Insurance Co USA | Schedule C ↗ |
| Independent auditor | Jones & Roth (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 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Atrio Health Plans: employer contribution per participant | $2,381 | |
| Peer median | $3,122 |
| Atrio Health Plans: average balance | $44,699 | |
| Peer median | $111,687 |
| Atrio Health Plans: admin expenses ÷ assets | 0.86% | |
| Peer median | 0.20% |
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 $3.6M at the end of plan year 2021 to $7.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 165 | $7.4M | $393K | $2,381 | 0.86% | Not published | Form 5500 ↗ |
| 2024 | 182 | $7.1M | $394K | $2,164 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 183 | $6M | $443K | $2,421 | 0.92% | Not published | Form 5500 ↗ |
| 2022 | 149 | $3.6M | $467K | $3,157 | 1.00% | Not published | Form 5500 ↗ |
| 2021 | 125 | $3.6M | $324K | $2,590 | 1.11% | Not published | 5500-SF ↗ |
Common questions
Does Atrio Health Plans match 401(k) contributions?
The match terms for the Atrio Health Plans, Inc. Employee Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $393K in employer contributions, about $2,381 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atrio Health Plans 401(k) match vested?
The vesting schedule for the Atrio Health Plans, Inc. Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atrio Health Plans 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Co USA. The plan administrator is Trustees of the Atrio Health Plans, Inc. Employee Savings Plan.
I left Atrio Health Plans. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of the Atrio Health Plans, Inc. Employee Savings Plan, (541) 672-8620) or the recordkeeper, John Hancock Life Insurance Co USA. The Atrio Health Plans old 401(k) page lists the contacts from every plan filing. Find an old Atrio Health Plans 401(k)
Data from the public Form 5500 annual reports Atrio Health Plans filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 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 Atrio Health Plans. Not financial advice. Report a correction · Methodology