Capital Health System 403(b) match, vesting and fees
What Capital 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Capital Health System: employer contribution per participant | $771 | |
| Peer median | $1,895 |
| Capital Health System: average balance | $84,849 | |
| Peer median | $71,034 |
| Capital Health System: admin expenses ÷ assets | 0.16% | |
| 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 $364M at the end of plan year 2021 to $450M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,230 | $450M | $4.1M | $771 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 7,971 | $377M | $3.7M | $664 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 7,190 | $302M | $3.2M | $612 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 6,691 | $364M | $2.9M | $619 | 0.15% | Not published | Form 5500 ↗ |
Other Capital Health System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Capital Health 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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Capital Health System match 401(k) contributions?
The match terms for the Capital Health Retirement Savings & Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $771 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Health System 401(k) match vested?
The vesting schedule for the Capital Health Retirement Savings & Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Capital Health System, Inc..
I left Capital Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capital Health System, Inc., (609) 394-4191) or the recordkeeper, Empower Annuity Insurance Company O. The Capital Health System old 401(k) page lists the contacts from every plan filing. Find an old Capital Health System 401(k)
Data from the public Form 5500 annual reports Capital 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 Capital Health System. Not financial advice. Report a correction · Methodology