Healthright 360 403(b) match, vesting and fees
What Healthright 360's 403(b) 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 | Armanino 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 ↗ |
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.
| Healthright 360: employer contribution per participant | $0 | |
| Peer median | $1,468 |
| Healthright 360: average balance | $48,533 | |
| Peer median | $37,786 |
| Healthright 360: admin expenses ÷ assets | 0.24% | |
| 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 $19.1M at the end of plan year 2021 to $24.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 918 | $24.1M | $0 | $0 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 1,091 | $20.5M | $0 | $0 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 1,245 | $16.4M | $0 | $0 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 1,362 | $19.1M | $25K | $49 | 0.07% | Not published | Form 5500 ↗ |
Other Healthright 360 plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Healthright 360 Profit Sharing 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Healthright 360 match 401(k) contributions?
The match terms for the Healthright 360 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Healthright 360 401(k) match vested?
The vesting schedule for the Healthright 360 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Healthright 360 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Healthright 360.
I left Healthright 360. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Healthright 360, (415) 967-7038) or the recordkeeper, Empower Annuity Insurance Company O. The Healthright 360 old 401(k) page lists the contacts from every plan filing. Find an old Healthright 360 401(k)
Data from the public Form 5500 annual reports Healthright 360 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 Healthright 360. Not financial advice. Report a correction · Methodology