Holyoke Medical Center 403(b) match, vesting and fees
What Holyoke Medical Center'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 | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Meyers Brothers Kalicka, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Holyoke Medical Center: employer contribution per participant | $324 | |
| Peer median | $1,358 |
| Holyoke Medical Center: average balance | $66,700 | |
| Peer median | $44,442 |
| Holyoke Medical Center: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.21% |
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 $51.5M at the end of plan year 2021 to $70.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,391 | $70.5M | $343K | $324 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 2,538 | $59M | $291K | $292 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 2,233 | $45.2M | $278K | $293 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 2,248 | $51.5M | $199K | $224 | 0.19% | Not published | Form 5500 ↗ |
Other Holyoke Medical Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Holyoke Hospital Pension 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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Holyoke Medical Center match 401(k) contributions?
The match terms for the Holyoke Medical Center, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $343K in employer contributions, about $324 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holyoke Medical Center 401(k) match vested?
The vesting schedule for the Holyoke Medical Center, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holyoke Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group, LLC. The plan administrator is Holyoke Medical Center, Inc..
I left Holyoke Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holyoke Medical Center, Inc., (413) 534-2547) or the recordkeeper, Sentinel Benefits Group, LLC. The Holyoke Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Holyoke Medical Center 401(k)
Data from the public Form 5500 annual reports Holyoke Medical Center 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 Holyoke Medical Center. Not financial advice. Report a correction · Methodology