Hoag Medical Group 401(k) match, vesting and fees
What Hoag Medical Group'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 | KPMG 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Hoag Medical Group: employer contribution per participant | $5,605 | |
| Peer median | $1,468 |
| Hoag Medical Group: average balance | $147,098 | |
| Peer median | $37,786 |
| Hoag Medical Group: admin expenses ÷ assets | 0.30% | |
| 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 $32.1M at the end of plan year 2023 to $46.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 332 | $46.8M | $1.8M | $5,605 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 277 | $32.1M | $1.6M | $5,744 | 0.14% | Not published | Form 5500 ↗ |
Other Hoag Medical Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hoag Medical Group, 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Hoag Medical Group match 401(k) contributions?
The match terms for the Hoag Clinic Medical Groups 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $5,605 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hoag Medical Group 401(k) match vested?
The vesting schedule for the Hoag Clinic Medical Groups 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hoag Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Hoag Medical Group, Inc..
I left Hoag Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hoag Medical Group, Inc., (949) 764-5577) or the recordkeeper, Fidelity Investments Institutional. The Hoag Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Hoag Medical Group 401(k)
Data from the public Form 5500 annual reports Hoag Medical Group 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 Hoag Medical Group. Not financial advice. Report a correction · Methodology