Emory Clinic 403(b) match, vesting and fees
What Emory Clinic'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 | Fidelity Investments Institutional | 2023 Schedule C ↗ |
| Independent auditor | Frazier & Deeter, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Emory Clinic: employer contribution per participant | $12,273 | |
| Peer median | $1,358 |
| Emory Clinic: average balance | $333,301 | |
| Peer median | $44,442 |
| Emory Clinic: admin expenses ÷ assets | 0.02% | |
| 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 $822M at the end of plan year 2021 to $1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,192 | $1B | $37.9M | $12,273 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 3,241 | $875M | $34.3M | $11,528 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 3,302 | $700M | $30.7M | $10,789 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 3,341 | $822M | $27.8M | $9,901 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Emory Clinic match 401(k) contributions?
The match terms for the The Emory Clinic, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $37.9M in employer contributions, about $12,273 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Emory Clinic 401(k) match vested?
The vesting schedule for the The Emory Clinic, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Emory Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is The Emory Clinic, Inc..
I left Emory Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Emory Clinic, Inc., (404) 686-6044) or the recordkeeper, Fidelity Investments Institutional. The Emory Clinic old 401(k) page lists the contacts from every plan filing. Find an old Emory Clinic 401(k)
Data from the public Form 5500 annual reports Emory Clinic 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 Emory Clinic. Not financial advice. Report a correction · Methodology