Jackson Healthcare for Women 401(k) match, vesting and fees
What Jackson Healthcare for Women'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 Insurance Company | Schedule C ↗ |
| Independent auditor | Tann, Brown & Russ Co., PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Jackson Healthcare for Women: employer contribution per participant | $8,220 | |
| Peer median | $1,468 |
| Jackson Healthcare for Women: average balance | $329,452 | |
| Peer median | $37,786 |
| Jackson Healthcare for Women: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.39% |
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 $45.9M at the end of plan year 2021 to $42.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 128 | $42.2M | $1.1M | $8,220 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 124 | $36.9M | $1M | $8,155 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 126 | $38.5M | $1M | $7,972 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 122 | $45.9M | $939K | $7,698 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Jackson Healthcare for Women match 401(k) contributions?
The match terms for the Jackson Healthcare for Women, P.A. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $8,220 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jackson Healthcare for Women 401(k) match vested?
The vesting schedule for the Jackson Healthcare for Women, P.A. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jackson Healthcare for Women 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Jackson Healthcare for Women, P.A..
I left Jackson Healthcare for Women. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jackson Healthcare for Women, P.A., (601) 936-9190) or the recordkeeper, Empower Annuity Insurance Company. The Jackson Healthcare for Women old 401(k) page lists the contacts from every plan filing. Find an old Jackson Healthcare for Women 401(k)
Data from the public Form 5500 annual reports Jackson Healthcare for Women 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 Jackson Healthcare for Women. Not financial advice. Report a correction · Methodology