Genesis Health, Inc. D/B/A Brooks Rehabilitation 401(k) match, vesting and fees
What Genesis Health, Inc. D/B/A Brooks Rehabilitation'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Genesis Health, Inc. D/B/A Brooks Rehabilitation: employer contribution per participant | $995 | |
| Peer median | $1,468 |
| Genesis Health, Inc. D/B/A Brooks Rehabilitation: average balance | $34,574 | |
| Peer median | $37,786 |
| Genesis Health, Inc. D/B/A Brooks Rehabilitation: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.39% |
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 $14.4M at the end of plan year 2021 to $16.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 468 | $16.2M | $465K | $995 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 466 | $14.1M | $426K | $913 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 919 | $12.5M | $469K | $992 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 873 | $14.4M | $551K | $1,133 | 0.30% | Not published | Form 5500 ↗ |
Other Genesis Health, Inc. D/B/A Brooks Rehabilitation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Brooks Rehabilitation 403(b) Retirement 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Genesis Health, Inc. D/B/A Brooks Rehabilitation match 401(k) contributions?
The match terms for the Brooks Rehabilitation 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $465K in employer contributions, about $995 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Genesis Health, Inc. D/B/A Brooks Rehabilitation 401(k) match vested?
The vesting schedule for the Brooks Rehabilitation 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Genesis Health, Inc. D/B/A Brooks Rehabilitation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Genesis Health, Inc. D/B/A Brooks Rehabilitation.
I left Genesis Health, Inc. D/B/A Brooks Rehabilitation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Genesis Health, Inc. D/B/A Brooks Rehabilitation, (904) 345-7303) or the recordkeeper, Transamerica Retirement Solutions. The Genesis Health, Inc. D/B/A Brooks Rehabilitation old 401(k) page lists the contacts from every plan filing. Find an old Genesis Health, Inc. D/B/A Brooks Rehabilitation 401(k)
Data from the public Form 5500 annual reports Genesis Health, Inc. D/B/A Brooks Rehabilitation 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 Genesis Health, Inc. D/B/A Brooks Rehabilitation. Not financial advice. Report a correction · Methodology