Hunterdon Healthcare System 403(b) match, vesting and fees
What Hunterdon Healthcare System'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 | Aspire Advisors, LLC | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (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.
| Hunterdon Healthcare System: employer contribution per participant | $2,236 | |
| Peer median | $1,358 |
| Hunterdon Healthcare System: average balance | $68,551 | |
| Peer median | $44,442 |
| Hunterdon Healthcare System: admin expenses ÷ assets | 0.26% | |
| 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 $187M at the end of plan year 2021 to $236M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,500 | $236M | $7.7M | $2,236 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 3,498 | $200M | $6.9M | $2,009 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 3,337 | $163M | $6.1M | $1,873 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 3,376 | $187M | $6M | $1,831 | 0.29% | Not published | Form 5500 ↗ |
Other Hunterdon Healthcare System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hunterdon Medical Center Employees' 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.
| Recordkeeper | Bpas Actuarial & Pension Services | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Hunterdon Healthcare System match 401(k) contributions?
The match terms for the Hunterdon Healthcare 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $2,236 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hunterdon Healthcare System 401(k) match vested?
The vesting schedule for the Hunterdon Healthcare 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hunterdon Healthcare System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Aspire Advisors, LLC. The plan administrator is Hunterdon Healthcare System.
I left Hunterdon Healthcare System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hunterdon Healthcare System, (908) 788-6660) or the recordkeeper, Aspire Advisors, LLC. The Hunterdon Healthcare System old 401(k) page lists the contacts from every plan filing. Find an old Hunterdon Healthcare System 401(k)
Data from the public Form 5500 annual reports Hunterdon Healthcare System 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 Hunterdon Healthcare System. Not financial advice. Report a correction · Methodology