Find an old Deaconess Health System 401(k)
Deaconess Health System, Inc. 401(k) Plan
Deaconess Health System, Inc. · Plan 010 · EIN 35-1532889 · Evansville, IN
| Plan administrator | Deaconess Health System, Inc. 600 Mary Street, Evansville, in 47747 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 2,424 separated participants still had money in the plan | Form 5500 ↗ |
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan
Deaconess Health System, Inc. · Plan 004 · EIN 35-1532889 · Evansville, IN
| Plan administrator | Deaconess Health System, Inc. 600 Mary Street, Evansville, in 47747 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 155 separated participants still had money in the plan | Form 5500 ↗ |
Deaconess Health System, Inc. Retirement Plan
Deaconess Health System, Inc. · Plan 333 · EIN 35-1532889 · Evansville, IN
| Plan administrator | Pension Committee Board of Directors 600 Mary Street, Evansville, in 47747 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 1,083 separated participants still had money in the plan | Form 5500 ↗ |
Methodist Hospital Retirement Plan
Deaconess Health System, Inc. · Plan 001 · EIN 35-1532889 · Evansville, IN
| Plan administrator | Pension Committee Board of Directors 600 Mary Street, Evansville, in 47747 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fifth Third Bank | 2021 Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Deaconess Health System 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Deaconess Health System 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Deaconess Health System, Inc., (812) 450-5000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Deaconess Health System 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (812) 450-5000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Deaconess Health System and does not hold accounts. Not financial advice. Report a correction