Jackson Hospital and Clinic 403(b) match, vesting and fees
What Jackson Hospital and Clinic'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 | Valic Retirement Services Company | Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 1,289 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Jackson Hospital and Clinic: employer contribution per participant | $411 | |
| Peer median | $1,317 |
| Jackson Hospital and Clinic: average balance | $29,767 | |
| Peer median | $40,239 |
| Jackson Hospital and Clinic: admin expenses ÷ assets | 0.33% | |
| 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 $51.1M at the end of plan year 2021 to $54.9M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 2,789 | $54.9M | $757K | $411 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 2,698 | $47.4M | $797K | $446 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 2,200 | $51.1M | $665K | $375 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does Jackson Hospital and Clinic match 401(k) contributions?
The match terms for the Jackson Hospital and Clinic, Inc. 403b Plan have not been published from its filing yet. The plan year 2023 filing reports $757K in employer contributions, about $411 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jackson Hospital and Clinic 401(k) match vested?
The vesting schedule for the Jackson Hospital and Clinic, Inc. 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jackson Hospital and Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Valic Retirement Services Company. The plan administrator is Jackson Hospital and Clinic, Inc..
I left Jackson Hospital and Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jackson Hospital and Clinic, Inc., (334) 293-8819) or the recordkeeper, Valic Retirement Services Company. The Jackson Hospital and Clinic old 401(k) page lists the contacts from every plan filing. Find an old Jackson Hospital and Clinic 401(k)
Data from the public Form 5500 annual reports Jackson Hospital and Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023) 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 Hospital and Clinic. Not financial advice. Report a correction · Methodology