Jackson Healthcare 401(k) match, vesting and fees
What Jackson Healthcare'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Williams Benator & Libby 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 2024 medians for 277 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Jackson Healthcare: employer contribution per participant | $3,367 | |
| Peer median | $1,484 |
| Jackson Healthcare: average balance | $72,928 | |
| Peer median | $40,329 |
| Jackson Healthcare: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.34% |
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 $129M at the end of plan year 2021 to $206M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,880 | $206M | $9.5M | $3,367 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 2,559 | $168M | $7.3M | $2,889 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 1,989 | $116M | $4M | $2,118 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 1,886 | $129M | $3.8M | $2,046 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Jackson Healthcare match 401(k) contributions?
The match terms for the Jackson Healthcare 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $9.5M in employer contributions, about $3,367 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jackson Healthcare 401(k) match vested?
The vesting schedule for the Jackson Healthcare 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jackson Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Economic Group Pension Services LLC.
I left Jackson Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Economic Group Pension Services LLC, (484) 531-5010) or the recordkeeper, Principal Life Insurance Company. The Jackson Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Jackson Healthcare 401(k)
Data from the public Form 5500 annual reports Jackson Healthcare 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. Not financial advice. Report a correction · Methodology