Carilion Clinic 401(k) match, vesting and fees
What Carilion Clinic'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Brown, Edwards & Company, 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Carilion Clinic: employer contribution per participant | — | |
| Peer median | $1,358 |
| Carilion Clinic: average balance | $49,083 | |
| Peer median | $44,442 |
| Carilion Clinic: admin expenses ÷ assets | 0.13% | |
| 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 $126M at the end of plan year 2023 to $135M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,882 | $135M | — | — | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 2,940 | $126M | — | — | 0.15% | Not published | Form 5500 ↗ |
Other Carilion Clinic plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Carilion Clinic 403(b) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Brown, Edwards & Company, 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 ↗ |
Retirement Plan of Carilion Clinic
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 | Northern Trust | Schedule C ↗ |
| Independent auditor | Brown Edwards & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Carilion Clinic match 401(k) contributions?
The match terms for the Carilion Clinic 401(k) Retirement Savings Plan have not been published from its filing yet.
When is the Carilion Clinic 401(k) match vested?
The vesting schedule for the Carilion Clinic 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carilion Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Carilion Clinic.
I left Carilion Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carilion Clinic, (540) 510-4730) or the recordkeeper, Principal Life Insurance Company. The Carilion Clinic old 401(k) page lists the contacts from every plan filing. Find an old Carilion Clinic 401(k)
Data from the public Form 5500 annual reports Carilion Clinic 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 Carilion Clinic. Not financial advice. Report a correction · Methodology