Hospice by the Bay 403(b) match, vesting and fees
What Hospice by the Bay'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Hospice by the Bay: employer contribution per participant | $1,310 | |
| Peer median | $1,337 |
| Hospice by the Bay: average balance | $58,023 | |
| Peer median | $35,764 |
| Hospice by the Bay: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.32% |
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 $27.9M at the end of plan year 2021 to $34.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 621 | $34.2M | $773K | $1,310 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 604 | $31M | $580K | $1,020 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 755 | $25.9M | $751K | $1,042 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 736 | $27.9M | $757K | $1,083 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Hospice by the Bay match 401(k) contributions?
The match terms for the By the Bay Health 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $773K in employer contributions, about $1,310 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hospice by the Bay 401(k) match vested?
The vesting schedule for the By the Bay Health 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hospice by the Bay 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Hospice by the Bay.
I left Hospice by the Bay. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hospice by the Bay, (415) 599-9655) or the recordkeeper, Newport Group, Inc.. The Hospice by the Bay old 401(k) page lists the contacts from every plan filing. Find an old Hospice by the Bay 401(k)
Data from the public Form 5500 annual reports Hospice by the Bay 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 Hospice by the Bay. Not financial advice. Report a correction · Methodology