Gohealth Holdings 401(k) match, vesting and fees
What Gohealth Holdings' 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 | Merrill Lynch, Pierce, Fenner and S | 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.
| Gohealth Holdings: employer contribution per participant | $868 | |
| Peer median | $2,966 |
| Gohealth Holdings: average balance | $19,080 | |
| Peer median | $104,792 |
| Gohealth Holdings: admin expenses ÷ assets | 0.48% | |
| 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 $29M at the end of plan year 2021 to $49.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,782 | $49.3M | $2.2M | $868 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 2,982 | $39.8M | $1.5M | $576 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 3,319 | $31.1M | $3.3M | $1,098 | 0.48% | Not published | Form 5500 ↗ |
| 2021 | 5,668 | $29M | $3M | $714 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Gohealth Holdings match 401(k) contributions?
The match terms for the Gohealth 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $868 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gohealth Holdings 401(k) match vested?
The vesting schedule for the Gohealth 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gohealth Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Gohealth Holdings, LLC.
I left Gohealth Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gohealth Holdings, LLC, (312) 386-8218) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Gohealth Holdings old 401(k) page lists the contacts from every plan filing. Find an old Gohealth Holdings 401(k)
Data from the public Form 5500 annual reports Gohealth Holdings 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 Gohealth Holdings. Not financial advice. Report a correction · Methodology