Baystate Health 401(k) match, vesting and fees
What Baystate 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Meyers Brothers Kalicka, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Baystate Health: employer contribution per participant | $3,082 | |
| Peer median | $2,155 |
| Baystate Health: average balance | $82,630 | |
| Peer median | $66,935 |
| Baystate Health: admin expenses ÷ assets | 0.07% | |
| 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 $1.1B at the end of plan year 2021 to $1.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 17,769 | $1.4B | $52.6M | $3,082 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 17,465 | $1.2B | $48.4M | $2,840 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 16,556 | $987M | $49.2M | $3,042 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 15,861 | $1.1B | $43.4M | $2,865 | 0.10% | Not published | Form 5500 ↗ |
Other Baystate Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baystate Health, Inc. Retirement Program
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 Baystate Health match 401(k) contributions?
The match terms for the Baystate Health, Inc Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $52.6M in employer contributions, about $3,082 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baystate Health 401(k) match vested?
The vesting schedule for the Baystate Health, Inc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baystate Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Baystate Health, Inc.
I left Baystate Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baystate Health, Inc, (413) 794-7700) or the recordkeeper, Fidelity Investments Institutional. The Baystate Health old 401(k) page lists the contacts from every plan filing. Find an old Baystate Health 401(k)
Data from the public Form 5500 annual reports Baystate Health 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 Baystate Health. Not financial advice. Report a correction · Methodology