Ballad Health 401(k) match, vesting and fees
What Ballad Health'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.
| Independent auditor | Pyapc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Ballad Health: employer contribution per participant | $1,598 | |
| Peer median | $1,358 |
| Ballad Health: average balance | $66,481 | |
| Peer median | $44,442 |
| Ballad Health: admin expenses ÷ assets | 0.06% | |
| 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 $96.4M at the end of plan year 2021 to $126M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,902 | $126M | $3M | $1,598 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,201 | $114M | $2.9M | $1,459 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 2,189 | $103M | $2.8M | $1,477 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 2,204 | $96.4M | $3.5M | $1,770 | 0.06% | Not published | Form 5500 ↗ |
Other Ballad Health plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ballad Health 403(b) Plan
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 | Variable Annuity Life Insurance Co | Schedule C ↗ |
| Independent auditor | Pyapc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Ballad Health 401(a) Plan
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 | Pyapc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Ballad Health match 401(k) contributions?
The match terms for the Ballad Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $1,598 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ballad Health 401(k) match vested?
The vesting schedule for the Ballad Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ballad Health 401(k)?
The filing names Ballad Health as plan administrator; it does not list a recordkeeper.
I left Ballad Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ballad Health, (423) 302-3255). The Ballad Health old 401(k) page lists the contacts from every plan filing. Find an old Ballad Health 401(k)
Data from the public Form 5500 annual reports Ballad Health 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 Ballad Health. Not financial advice. Report a correction · Methodology