Bon Secours Mercy Health 401(k) match, vesting and fees
What Bon Secours Mercy 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 Inv. Inst. Oper. C0,. LLC | Schedule C ↗ |
| Independent auditor | KPMG LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Bon Secours Mercy Health: employer contribution per participant | $47 | |
| Peer median | $1,897 |
| Bon Secours Mercy Health: average balance | $51,511 | |
| Peer median | $70,943 |
| Bon Secours Mercy Health: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
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 $288M at the end of plan year 2023 to $292M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,674 | $292M | $268K | $47 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 6,560 | $288M | $2M | $311 | 0.05% | Not published | Form 5500 ↗ |
Other Bon Secours Mercy Health plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hospice of the Valley 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Mercy Health Retirement Savings Plan 403b
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 | KPMG LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Liberty Health System, Inc. Pension 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) · Frozen | Form 5500 ↗ |
Community Hospital 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) · Frozen | Form 5500 ↗ |
Common questions
Does Bon Secours Mercy Health match 401(k) contributions?
The match terms for the Bon Secours Mercy Health Retirement Savings Plan 401 have not been published from its filing yet. The plan year 2024 filing reports $268K in employer contributions, about $47 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bon Secours Mercy Health 401(k) match vested?
The vesting schedule for the Bon Secours Mercy Health Retirement Savings Plan 401 is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bon Secours Mercy Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv. Inst. Oper. C0,. LLC. The plan administrator is Bon Secours Mercy Health Retirement Plan Committee.
I left Bon Secours Mercy Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bon Secours Mercy Health Retirement Plan Committee, (513) 639-0333) or the recordkeeper, Fidelity Inv. Inst. Oper. C0,. LLC. The Bon Secours Mercy Health old 401(k) page lists the contacts from every plan filing. Find an old Bon Secours Mercy Health 401(k)
Data from the public Form 5500 annual reports Bon Secours Mercy Health 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 Bon Secours Mercy Health. Not financial advice. Report a correction · Methodology