Citizens Memorial Hospital District 401(k) match, vesting and fees
What Citizens Memorial Hospital District'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Elliott, Robinson & Co., 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Citizens Memorial Hospital District: employer contribution per participant | — | |
| Peer median | $1,358 |
| Citizens Memorial Hospital District: average balance | $23,551 | |
| Peer median | $44,442 |
| Citizens Memorial Hospital District: admin expenses ÷ assets | 0.69% | |
| 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 $41M at the end of plan year 2021 to $40.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,842 | $40.9M | — | — | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 2,646 | $40.7M | $1.9M | $1,102 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 2,489 | $36M | $3.6M | $2,250 | 0.95% | Not published | Form 5500 ↗ |
| 2021 | 2,364 | $41M | $3.3M | $2,139 | 0.62% | Not published | Form 5500 ↗ |
Other Citizens Memorial Hospital District plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Citizens Memorial Health Care System Matched 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Elliott, Robinson & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Citizens Memorial Hospital District match 401(k) contributions?
The match terms for the Citizens Memorial Health Care System Profit Sharing Plan have not been published from its filing yet.
When is the Citizens Memorial Hospital District 401(k) match vested?
The vesting schedule for the Citizens Memorial Health Care System Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Citizens Memorial Hospital District 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Citizens Memorial Hospital District.
I left Citizens Memorial Hospital District. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Citizens Memorial Hospital District, (417) 326-6000) or the recordkeeper, Transamerica Retirement Solutions. The Citizens Memorial Hospital District old 401(k) page lists the contacts from every plan filing. Find an old Citizens Memorial Hospital District 401(k)
Data from the public Form 5500 annual reports Citizens Memorial Hospital District 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 Citizens Memorial Hospital District. Not financial advice. Report a correction · Methodology