Geisinger Health Plan 401(k) match, vesting and fees
What Geisinger 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 | Fidelity Investments Inst Op Co Inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (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.
| Geisinger Health Plan: employer contribution per participant | $2,097 | |
| Peer median | $2,966 |
| Geisinger Health Plan: average balance | $89,257 | |
| Peer median | $104,792 |
| Geisinger Health Plan: admin expenses ÷ assets | 0.03% | |
| 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 $186M at the end of plan year 2021 to $197M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,209 | $197M | $4.6M | $2,097 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 2,192 | $175M | $4.8M | $2,183 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 2,322 | $154M | $4.6M | $2,363 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 2,156 | $186M | $4.5M | $2,102 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Geisinger Health Plan match 401(k) contributions?
The match terms for the Geisinger Health Plan 401k Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.6M in employer contributions, about $2,097 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Geisinger Health Plan 401(k) match vested?
The vesting schedule for the Geisinger Health Plan 401k Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Geisinger Health Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Op Co Inc. The plan administrator is Geisinger System Services.
I left Geisinger Health Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Geisinger System Services, (570) 271-6640) or the recordkeeper, Fidelity Investments Inst Op Co Inc. The Geisinger Health Plan old 401(k) page lists the contacts from every plan filing. Find an old Geisinger Health Plan 401(k)
Data from the public Form 5500 annual reports Geisinger 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 Geisinger Health Plan. Not financial advice. Report a correction · Methodology