Henry J. Kaiser Family Foundation 401(k) match, vesting and fees
What Henry J. Kaiser Family Foundation'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 Ops | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Henry J. Kaiser Family Foundation: employer contribution per participant | $14,503 | |
| Peer median | $1,803 |
| Henry J. Kaiser Family Foundation: average balance | $314,990 | |
| Peer median | $48,934 |
| Henry J. Kaiser Family Foundation: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.31% |
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 $97.4M at the end of plan year 2021 to $116M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 367 | $116M | $5.3M | $14,503 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 354 | $95.9M | $5.1M | $14,497 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 345 | $78.7M | $4.5M | $13,157 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 307 | $97.4M | $3.9M | $12,632 | 0.01% | Not published | Form 5500 ↗ |
Other Henry J. Kaiser Family Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Henry J. Kaiser Family Foundation ERISA 403b 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Henry J. Kaiser Family Foundation match 401(k) contributions?
The match terms for the The Henry J. Kaiser Family Foundation 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $14,503 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Henry J. Kaiser Family Foundation 401(k) match vested?
The vesting schedule for the The Henry J. Kaiser Family Foundation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Henry J. Kaiser Family Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Ops. The plan administrator is The Henry J. Kaiser Family Foundation.
I left Henry J. Kaiser Family Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Henry J. Kaiser Family Foundation, (650) 854-9400) or the recordkeeper, Fidelity Investments Inst Ops. The Henry J. Kaiser Family Foundation old 401(k) page lists the contacts from every plan filing. Find an old Henry J. Kaiser Family Foundation 401(k)
Data from the public Form 5500 annual reports Henry J. Kaiser Family Foundation 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 Henry J. Kaiser Family Foundation. Not financial advice. Report a correction · Methodology