Inova Health System Foundation 401(k) match, vesting and fees
What Inova Health System Foundation'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Ernst and Young, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 49 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Inova Health System Foundation: employer contribution per participant | $3,476 | |
| Peer median | $2,281 |
| Inova Health System Foundation: average balance | $134,336 | |
| Peer median | $78,681 |
| Inova Health System Foundation: admin expenses ÷ assets | 0.03% | |
| 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 $2.7B at the end of plan year 2021 to $4.2B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 31,904 | $4.2B | $108M | $3,476 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 30,610 | $3.5B | $99.5M | $3,384 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 29,551 | $2.9B | $89.1M | $3,140 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 27,229 | $2.4B | $79.2M | $3,056 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 25,024 | $2.7B | $70.3M | $2,920 | 0.08% | Not published | Form 5500 ↗ |
Other Inova Health System Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Inova Health System 403(b) 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Ernst and Young, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Inova Health System Foundation match 401(k) contributions?
The match terms for the Inova Health System Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $108M in employer contributions, about $3,476 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Inova Health System Foundation 401(k) match vested?
The vesting schedule for the Inova Health System Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Inova Health System Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fid Inv Inst Ops Co. The plan administrator is Retirement Administration Committee.
I left Inova Health System Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Retirement Administration Committee, (703) 205-2165) or the recordkeeper, Fid Inv Inst Ops Co. The Inova Health System Foundation old 401(k) page lists the contacts from every plan filing. Find an old Inova Health System Foundation 401(k)
Data from the public Form 5500 annual reports Inova Health System Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Inova Health System Foundation. Not financial advice. Report a correction · Methodology