Children's Hospital of Orange County 403(b) match, vesting and fees
What Children's Hospital of Orange County'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 | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Children's Hospital of Orange County: employer contribution per participant | $2,508 | |
| Peer median | $1,895 |
| Children's Hospital of Orange County: average balance | $109,342 | |
| Peer median | $71,034 |
| Children's Hospital of Orange County: admin expenses ÷ assets | 0.12% | |
| 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 $453M at the end of plan year 2021 to $593M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,293 | $593M | $13.6M | $2,508 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 6,945 | $498M | $12.3M | $2,455 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 6,442 | $404M | $11.2M | $2,407 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 5,971 | $453M | $9.8M | $2,213 | 0.12% | Not published | Form 5500 ↗ |
Other Children's Hospital of Orange County plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Childrens Hospital of Orange County Retirement Accumulation 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 | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Children's Hospital of Orange County match 401(k) contributions?
The match terms for the Children'S Hospital of Orange County Retirement Accumulation Plan have not been published from its filing yet. The plan year 2024 filing reports $13.6M in employer contributions, about $2,508 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Children's Hospital of Orange County 401(k) match vested?
The vesting schedule for the Children'S Hospital of Orange County Retirement Accumulation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Children's Hospital of Orange County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Children'S Hospital of Orange County.
I left Children's Hospital of Orange County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Children'S Hospital of Orange County, (714) 997-3000) or the recordkeeper, Empower Annuity Insurance Company. The Children's Hospital of Orange County old 401(k) page lists the contacts from every plan filing. Find an old Children's Hospital of Orange County 401(k)
Data from the public Form 5500 annual reports Children's Hospital of Orange County 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 Children's Hospital of Orange County. Not financial advice. Report a correction · Methodology