Hoag Memorial Hospital Presbyterian 401(k) match, vesting and fees
What Hoag Memorial Hospital Presbyterian'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 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Hoag Memorial Hospital Presbyterian: employer contribution per participant | $3,490 | |
| Peer median | $2,155 |
| Hoag Memorial Hospital Presbyterian: average balance | $109,042 | |
| Peer median | $66,935 |
| Hoag Memorial Hospital Presbyterian: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.08% |
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 $1B at the end of plan year 2021 to $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,699 | $1.3B | $40.1M | $3,490 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 11,017 | $1.1B | $36.4M | $3,353 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 10,444 | $853M | $31.2M | $3,034 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 9,513 | $1B | $27.3M | $2,936 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Hoag Memorial Hospital Presbyterian match 401(k) contributions?
The match terms for the Hoag Sheltered Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $40.1M in employer contributions, about $3,490 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hoag Memorial Hospital Presbyterian 401(k) match vested?
The vesting schedule for the Hoag Sheltered Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hoag Memorial Hospital Presbyterian 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Hoag Memorial Hospital Presbyterian.
I left Hoag Memorial Hospital Presbyterian. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hoag Memorial Hospital Presbyterian, (949) 764-4448) or the recordkeeper, Fidelity Investments Institutional. The Hoag Memorial Hospital Presbyterian old 401(k) page lists the contacts from every plan filing. Find an old Hoag Memorial Hospital Presbyterian 401(k)
Data from the public Form 5500 annual reports Hoag Memorial Hospital Presbyterian 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 Memorial Hospital Presbyterian. Not financial advice. Report a correction · Methodology