Indiana University Health 401(k) match, vesting and fees
What Indiana University Health'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 | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Forvis Mazars US, 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 31 defined-contribution plans in health care and social assistance with 50,000 or more participants.
| Indiana University Health: employer contribution per participant | $2,414 | |
| Peer median | $1,711 |
| Indiana University Health: average balance | $88,270 | |
| Peer median | $88,270 |
| Indiana University Health: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.07% |
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 $3.9B at the end of plan year 2023 to $4.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 51,880 | $4.5B | $123M | $2,414 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 53,155 | $3.9B | $115M | $2,213 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Indiana University Health match 401(k) contributions?
The match terms for the Iu Health 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $123M in employer contributions, about $2,414 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Indiana University Health 401(k) match vested?
The vesting schedule for the Iu Health 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Indiana University Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of America. The plan administrator is Indiana University Health Inc..
I left Indiana University Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Indiana University Health Inc., (317) 963-7693) or the recordkeeper, Empower Annuity Ins Co of America. The Indiana University Health old 401(k) page lists the contacts from every plan filing. Find an old Indiana University Health 401(k)
Data from the public Form 5500 annual reports Indiana University Health filed with the U.S. Department of Labor (plan years 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 Indiana University Health. Not financial advice. Report a correction · Methodology