Erlanger Health System 401(k) match, vesting and fees
What Erlanger 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Johnson, Hickey & Murchison, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 214 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Erlanger Health System: employer contribution per participant | $2,636 | |
| Peer median | $1,845 |
| Erlanger Health System: average balance | $23,103 | |
| Peer median | $64,238 |
| Erlanger Health System: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $148M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 7,604 | $148M | $16.8M | $2,636 | 0.27% | Not published | Form 5500 ↗ |
Other Erlanger Health System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Erlanger Health 403(b) Retirement Savings 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Johnson, Hickey & Murchison, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Erlanger Health System match 401(k) contributions?
The match terms for the Erlanger Health 401(a) Retirement Savings Plan have not been published from its filing yet. The plan year 2023 filing reports $16.8M in employer contributions, about $2,636 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Erlanger Health System 401(k) match vested?
The vesting schedule for the Erlanger Health 401(a) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Erlanger Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Annuity Insurance Company. The plan administrator is Erlanger Health System.
I left Erlanger Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Erlanger Health System, (423) 778-3581) or the recordkeeper, Empower Annuity Insurance Company. The Erlanger Health System old 401(k) page lists the contacts from every plan filing. Find an old Erlanger Health System 401(k)
Data from the public Form 5500 annual reports Erlanger Health System filed with the U.S. Department of Labor (plan years 2023) 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 Erlanger Health System. Not financial advice. Report a correction · Methodology