Fallon Community Health Plan 401(k) match, vesting and fees
What Fallon Community Health Plan'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 O | Schedule C ↗ |
| Independent auditor | Stowe & Degon 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 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Fallon Community Health Plan: employer contribution per participant | $2,474 | |
| Peer median | $2,966 |
| Fallon Community Health Plan: average balance | $103,318 | |
| Peer median | $104,792 |
| Fallon Community Health Plan: admin expenses ÷ assets | 0.13% | |
| 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 went from $152M at the end of plan year 2021 to $167M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,651 | $167M | $4M | $2,474 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 1,664 | $149M | $3.9M | $2,380 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 1,683 | $131M | $3.4M | $2,064 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,665 | $152M | $3.2M | $2,052 | 0.14% | Not published | Form 5500 ↗ |
Other Fallon Community Health Plan plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fallon Community Health Plan, Inc. 403 (B) 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Fallon Community Health Plan match 401(k) contributions?
The match terms for the Fallon Community Health Plan, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4M in employer contributions, about $2,474 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fallon Community Health Plan 401(k) match vested?
The vesting schedule for the Fallon Community Health Plan, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fallon Community Health Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Fallon Community Health Plan.
I left Fallon Community Health Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fallon Community Health Plan, (800) 333-2535) or the recordkeeper, Empower Annuity Insurance Company O. The Fallon Community Health Plan old 401(k) page lists the contacts from every plan filing. Find an old Fallon Community Health Plan 401(k)
Data from the public Form 5500 annual reports Fallon Community Health Plan 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 Fallon Community Health Plan. Not financial advice. Report a correction · Methodology