Encompass Health 401(k) match, vesting and fees
What Encompass Health'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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Warren, Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 49 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Encompass Health: employer contribution per participant | $1,353 | |
| Peer median | $2,281 |
| Encompass Health: average balance | $76,848 | |
| Peer median | $78,681 |
| Encompass Health: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.07% |
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 $1.5B at the end of plan year 2021 to $2B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 38,109 | $2B | $35.2M | $1,353 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 39,155 | $1.7B | $32.2M | $1,194 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 38,745 | $1.5B | $29.3M | $1,103 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 36,119 | $1.2B | $27.1M | $1,074 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 34,030 | $1.5B | $25.1M | $1,041 | 0.12% | Not published | Form 5500 ↗ |
Other Encompass Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Encompass Health Retirement Investment Plan of Pr
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 | Bppr - Popular Fiduciary Services | Schedule C ↗ |
| Independent auditor | Warren, Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Encompass Health match 401(k) contributions?
The match terms for the Encompass Health Corporation 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $35.2M in employer contributions, about $1,353 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Encompass Health 401(k) match vested?
The vesting schedule for the Encompass Health Corporation 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Encompass Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services Inc. The plan administrator is Encompass Health Corporation.
I left Encompass Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Encompass Health Corporation, (205) 967-7116) or the recordkeeper, Schwab Retirement Plan Services Inc. The Encompass Health old 401(k) page lists the contacts from every plan filing. Find an old Encompass Health 401(k)
Data from the public Form 5500 annual reports Encompass Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Encompass Health. Not financial advice. Report a correction · Methodology