Claxton-Hepburn Medical Center 403(b) match, vesting and fees
What Claxton-Hepburn Medical Center'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 | Benefit Plans Administrative Svcs. | Schedule C ↗ |
| Independent auditor | Bonadio & Co 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Claxton-Hepburn Medical Center: employer contribution per participant | $1,678 | |
| Peer median | $1,337 |
| Claxton-Hepburn Medical Center: average balance | $101,514 | |
| Peer median | $35,764 |
| Claxton-Hepburn Medical Center: admin expenses ÷ assets | 0.31% | |
| 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 $82.8M at the end of plan year 2021 to $88M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,115 | $88M | $1.5M | $1,678 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 1,028 | $81.3M | $1.7M | $2,199 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 984 | $70.6M | $1.7M | $2,244 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 1,081 | $82.8M | $1.7M | $1,964 | 0.27% | Not published | Form 5500 ↗ |
Other Claxton-Hepburn Medical Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Claxton-Hepburn Medical Center
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.
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Claxton-Hepburn Medical Center match 401(k) contributions?
The match terms for the Claxton-Hepburn Medical Center 403b Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $1,678 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Claxton-Hepburn Medical Center 401(k) match vested?
The vesting schedule for the Claxton-Hepburn Medical Center 403b Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Claxton-Hepburn Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Administrative Svcs.. The plan administrator is Claxton-Hepburn Medical Center.
I left Claxton-Hepburn Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Claxton-Hepburn Medical Center, (315) 393-3600) or the recordkeeper, Benefit Plans Administrative Svcs.. The Claxton-Hepburn Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Claxton-Hepburn Medical Center 401(k)
Data from the public Form 5500 annual reports Claxton-Hepburn Medical Center 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 Claxton-Hepburn Medical Center. Not financial advice. Report a correction · Methodology