Deaconess Health System 401(k) match, vesting and fees
What Deaconess Health System'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Blue & Co, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Deaconess Health System: employer contribution per participant | $1,547 | |
| Peer median | $2,155 |
| Deaconess Health System: average balance | $66,672 | |
| Peer median | $66,935 |
| Deaconess Health System: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.08% |
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 $639M at the end of plan year 2021 to $855M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 14,681 | $855M | $19.8M | $1,547 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 13,899 | $738M | $22M | $1,643 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 11,479 | $559M | $21.3M | $1,928 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 10,721 | $639M | $21.9M | $2,146 | <0.01% | Not published | Form 5500 ↗ |
Other Deaconess Health System plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift 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 | Fidelity Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Blue & Co., LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Deaconess Health System, Inc. Retirement 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.
| Independent auditor | Blue & Co., LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Methodist Hospital Retirement 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 | Fifth Third Bank | 2021 Schedule C ↗ |
| Independent auditor | Blue & Co., LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Common questions
Does Deaconess Health System match 401(k) contributions?
The match terms for the Deaconess Health System, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $19.8M in employer contributions, about $1,547 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Deaconess Health System 401(k) match vested?
The vesting schedule for the Deaconess Health System, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Deaconess Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Deaconess Health System, Inc..
I left Deaconess Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Deaconess Health System, Inc., (812) 450-5000) or the recordkeeper, Fidelity Investments Institutional. The Deaconess Health System old 401(k) page lists the contacts from every plan filing. Find an old Deaconess Health System 401(k)
Data from the public Form 5500 annual reports Deaconess Health System 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 Deaconess Health System. Not financial advice. Report a correction · Methodology