Find an old Centerville Clinics 401(k)

Who to contact about an account in each of the 2 Centerville Clinics plans, from the filings. Free, no sign-up, no Social Security number.

Centerville Clinics, Inc. 401(k) Plan

Centerville Clinics, Inc. · Plan 003 · EIN 25-1008110 · Fredericktown, PA

Active · plan year 2024 filing401(k)
Plan administratorCenterville Clinics, Inc.
1070 Old National Pike Road, Fredericktown, PA 15333
Form 5500 ↗
Recordkeeper (who holds the accounts)Newport Group, Inc.Schedule C ↗
Former employees with balances39 separated participants still had money in the planForm 5500 ↗

Centerville Clinics, Inc. Bargaining Employees Retirement Plan

Centerville Clinics, Inc. · Plan 001 · EIN 25-1008110 · Fredericktown, PA

Terminated · plan year 2022 filingPension (defined benefit)
Plan administratorCenterville Clinics, Inc.
1070 Old National Pike Road, Fredericktown, PA 15333-8906
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Centerville Clinics 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Centerville Clinics 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Centerville Clinics, Inc., (724) 632-6801. The accounts are held by the recordkeeper, Newport Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Centerville Clinics 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (724) 632-6801.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Centerville Clinics and does not hold accounts. Not financial advice. Report a correction