Baylor Scott & White Holdings 401(k) match, vesting and fees
What Baylor Scott & White Holdings' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (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 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Baylor Scott & White Holdings: employer contribution per participant | $3,047 | |
| Peer median | $2,155 |
| Baylor Scott & White Holdings: average balance | $94,220 | |
| Peer median | $66,935 |
| Baylor Scott & White Holdings: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.08% |
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 $4.1B at the end of plan year 2023 to $4.7B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 58,503 | $4.7B | $151M | $3,047 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 57,248 | $4.1B | $142M | $2,983 | 0.08% | Not published | Form 5500 ↗ |
Other Baylor Scott & White Holdings plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baylor Scott & White Health 403(b) Savings 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Baylor Affiliated Services Retirement Savings 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Baylor Scott & White Health Consolidated Frozen Benefit 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 | Armanino, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Baylor Scott & White Holdings match 401(k) contributions?
The match terms for the Baylor Scott & White Health Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $151M in employer contributions, about $3,047 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baylor Scott & White Holdings 401(k) match vested?
The vesting schedule for the Baylor Scott & White Health Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baylor Scott & White Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Baylor Scott & White Holdings.
I left Baylor Scott & White Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baylor Scott & White Holdings, (972) 785-5905) or the recordkeeper, Empower Annuity Insurance Company O. The Baylor Scott & White Holdings old 401(k) page lists the contacts from every plan filing. Find an old Baylor Scott & White Holdings 401(k)
Data from the public Form 5500 annual reports Baylor Scott & White Holdings filed with the U.S. Department of Labor (plan years 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 Baylor Scott & White Holdings. Not financial advice. Report a correction · Methodology