Aurelia Osborn Fox Memorial Hospital retirement plan: assets, participants and fees
What Aurelia Osborn Fox Memorial Hospital's retirement plan 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Fustcharles LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Aurelia Osborn Fox Memorial Hospital: employer contribution per participant | $1,086 | |
| Peer median | $1,358 |
| Aurelia Osborn Fox Memorial Hospital: average balance | $42,422 | |
| Peer median | $44,442 |
| Aurelia Osborn Fox Memorial Hospital: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.21% |
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 $65.5M at the end of plan year 2021 to $59.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,470 | $59.6M | $1.5M | $1,086 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,421 | $56.2M | $928K | $683 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,442 | $52M | $1.4M | $1,032 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,399 | $65.5M | $1.3M | $972 | 0.04% | Not published | Form 5500 ↗ |
Other Aurelia Osborn Fox Memorial Hospital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan of Aurelia Osborn Fox Memorial Hospital
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 | Fustcharles LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Aurelia Osborn Fox Memorial Hospital match 401(k) contributions?
The match terms for the The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $1,086 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aurelia Osborn Fox Memorial Hospital 401(k) match vested?
The vesting schedule for the The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aurelia Osborn Fox Memorial Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Aurelia Osborn Fox Memorial Hospital.
I left Aurelia Osborn Fox Memorial Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aurelia Osborn Fox Memorial Hospital, (607) 432-2000) or the recordkeeper, Fidelity Investments Institutional. The Aurelia Osborn Fox Memorial Hospital old 401(k) page lists the contacts from every plan filing. Find an old Aurelia Osborn Fox Memorial Hospital 401(k)
Data from the public Form 5500 annual reports Aurelia Osborn Fox Memorial Hospital 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 Aurelia Osborn Fox Memorial Hospital. Not financial advice. Report a correction · Methodology