Bay Medical Management 401(k) match, vesting and fees
What Bay Medical Management'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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Campbell Taylor Washburn (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.
| Bay Medical Management: employer contribution per participant | $12,590 | |
| Peer median | $1,468 |
| Bay Medical Management: average balance | $501,506 | |
| Peer median | $37,786 |
| Bay Medical Management: admin expenses ÷ assets | 0.11% | |
| 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 $167M at the end of plan year 2021 to $209M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 428 | $209M | $5.2M | $12,590 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 395 | $181M | $5.1M | $13,445 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 380 | $144M | $4.8M | $12,968 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 381 | $167M | $4.7M | $12,719 | 0.16% | Not published | Form 5500 ↗ |
Other Bay Medical Management plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bay Medical Management, LLC Cash Balance Plan 3
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Bay Medical Management, LLC Cash Balance Pension Plan 2
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Bay Medical Management match 401(k) contributions?
The match terms for the Bay Medical Management, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5.2M in employer contributions, about $12,590 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bay Medical Management 401(k) match vested?
The vesting schedule for the Bay Medical Management, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bay Medical Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Bay Medical Management, LLC.
I left Bay Medical Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bay Medical Management, LLC, (925) 296-7150) or the recordkeeper, Schwab Retirement Plan Services Inc. The Bay Medical Management old 401(k) page lists the contacts from every plan filing. Find an old Bay Medical Management 401(k)
Data from the public Form 5500 annual reports Bay Medical Management 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 Bay Medical Management. Not financial advice. Report a correction · Methodology