Caris Mpi 401(k) match, vesting and fees
What Caris Mpi'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Whitley Penn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Caris Mpi: employer contribution per participant | $4,542 | |
| Peer median | $1,537 |
| Caris Mpi: average balance | $97,519 | |
| Peer median | $56,476 |
| Caris Mpi: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.19% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $179M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,246 | $179M | $8.3M | $4,542 | 0.17% | Not published | Form 5500 ↗ |
Other Caris Mpi plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Caris Mpi Inc Pr 401k
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 ↗ |
Common questions
Does Caris Mpi match 401(k) contributions?
The match terms for the Caris Mpi, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $8.3M in employer contributions, about $4,542 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caris Mpi 401(k) match vested?
The vesting schedule for the Caris Mpi, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caris Mpi 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Caris Mpi, Inc..
I left Caris Mpi. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Caris Mpi, Inc., (602) 464-7677) or the recordkeeper, Empower Annuity Insurance Company. The Caris Mpi old 401(k) page lists the contacts from every plan filing. Find an old Caris Mpi 401(k)
Data from the public Form 5500 annual reports Caris Mpi filed with the U.S. Department of Labor (plan years 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 Caris Mpi. Not financial advice. Report a correction · Methodology