Healthcare Realty Trust 401(k) match, vesting and fees
What Healthcare Realty Trust'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 Institutional | Schedule C ↗ |
| Independent auditor | Fmc Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Healthcare Realty Trust: employer contribution per participant | $1,924 | |
| Peer median | $1,449 |
| Healthcare Realty Trust: average balance | $77,188 | |
| Peer median | $44,821 |
| Healthcare Realty Trust: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.36% |
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 $39.3M at the end of plan year 2022 to $51.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 714 | $51.7M | $1.3M | $1,924 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 794 | $46.9M | $1.4M | $1,861 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 704 | $39.3M | $1.2M | $1,931 | 0.14% | Not published | Form 5500 ↗ |
Other Healthcare Realty Trust plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Healthcare Trust of America, Inc. 401(k) 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 | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Independent auditor | Coulter & Justus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Healthcare Realty Trust match 401(k) contributions?
The match terms for the Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $1,924 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Healthcare Realty Trust 401(k) match vested?
The vesting schedule for the Healthcare Realty Trust Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Healthcare Realty Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Healthcare Realty Trust Incorporated.
I left Healthcare Realty Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Healthcare Realty Trust Incorporated, (615) 269-8221) or the recordkeeper, Fidelity Investments Institutional. The Healthcare Realty Trust old 401(k) page lists the contacts from every plan filing. Find an old Healthcare Realty Trust 401(k)
Data from the public Form 5500 annual reports Healthcare Realty Trust 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 Healthcare Realty Trust. Not financial advice. Report a correction · Methodology