Church Home of the Protestant Episcopal Church 401(k) match, vesting and fees
What Church Home of the Protestant Episcopal Church'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 | Burke Group | Schedule C ↗ |
| Independent auditor | Fustcharles LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Church Home of the Protestant Episcopal Church: employer contribution per participant | $597 | |
| Peer median | $1,337 |
| Church Home of the Protestant Episcopal Church: average balance | $14,846 | |
| Peer median | $35,764 |
| Church Home of the Protestant Episcopal Church: admin expenses ÷ assets | 1.70% | |
| Peer median | 0.32% |
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 $12.9M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 992 | $14.1M | $566K | $597 | 1.70% | Not published | Form 5500 ↗ |
| 2023 | 1,146 | $13M | $507K | $465 | 1.43% | Not published | Form 5500 ↗ |
| 2022 | 1,051 | $11.3M | $453K | $460 | 1.59% | Not published | Form 5500 ↗ |
| 2021 | 1,069 | $12.9M | $439K | $416 | 1.48% | Not published | Form 5500 ↗ |
Other Church Home of the Protestant Episcopal Church plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Church Home Employees' 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Church Home of the Protestant Episcopal Church match 401(k) contributions?
The match terms for the The Church Home of the Protestant Episcopal Employees' Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $566K in employer contributions, about $597 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Church Home of the Protestant Episcopal Church 401(k) match vested?
The vesting schedule for the The Church Home of the Protestant Episcopal Employees' Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Church Home of the Protestant Episcopal Church 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Burke Group. The plan administrator is The Church Home of the Protestant Episcopal Church.
I left Church Home of the Protestant Episcopal Church. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Church Home of the Protestant Episcopal Church, (585) 546-8400) or the recordkeeper, Burke Group. The Church Home of the Protestant Episcopal Church old 401(k) page lists the contacts from every plan filing. Find an old Church Home of the Protestant Episcopal Church 401(k)
Data from the public Form 5500 annual reports Church Home of the Protestant Episcopal Church 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 Church Home of the Protestant Episcopal Church. Not financial advice. Report a correction · Methodology