Beloit Health System 403(b) match, vesting and fees
What Beloit Health System's 403(b) 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Wipfli Cpas and Consultants (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Beloit Health System: employer contribution per participant | — | |
| Peer median | $1,358 |
| Beloit Health System: average balance | $100,070 | |
| Peer median | $44,442 |
| Beloit Health System: admin expenses ÷ assets | 0.17% | |
| 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 $111M at the end of plan year 2021 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,830 | $118M | — | — | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 1,851 | $106M | — | — | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 1,834 | $87.7M | — | — | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 1,909 | $111M | — | — | 0.16% | Not published | Form 5500 ↗ |
Other Beloit Health System plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beloit Health System Matching & Employer Contribution 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Beloit Health System, Inc. Retirement 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Beloit Health System match 401(k) contributions?
The match terms for the Beloit Health System 403(b) Plan have not been published from its filing yet.
When is the Beloit Health System 401(k) match vested?
The vesting schedule for the Beloit Health System 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beloit Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Beloit Health System, Inc..
I left Beloit Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beloit Health System, Inc., (608) 364-5171) or the recordkeeper, Fid Inv Inst Ops Co. The Beloit Health System old 401(k) page lists the contacts from every plan filing. Find an old Beloit Health System 401(k)
Data from the public Form 5500 annual reports Beloit Health System 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 Beloit Health System. Not financial advice. Report a correction · Methodology