Jacksonville Orthopaedic Institute 401(k) match, vesting and fees
What Jacksonville Orthopaedic Institute'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Jacksonville Orthopaedic Institute: employer contribution per participant | $3,515 | |
| Peer median | $1,337 |
| Jacksonville Orthopaedic Institute: average balance | $153,177 | |
| Peer median | $35,764 |
| Jacksonville Orthopaedic Institute: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.32% |
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 $79.3M at the end of plan year 2021 to $80.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 547 | $80.9M | $1.9M | $3,515 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 492 | $76.6M | $2.5M | $5,311 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 507 | $67.4M | $2.2M | $4,513 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 503 | $79.3M | $2M | $4,060 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Jacksonville Orthopaedic Institute match 401(k) contributions?
The match terms for the Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $3,515 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jacksonville Orthopaedic Institute 401(k) match vested?
The vesting schedule for the Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jacksonville Orthopaedic Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Jacksonville Orthopaedic Institute, Inc..
I left Jacksonville Orthopaedic Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jacksonville Orthopaedic Institute, Inc., (904) 858-6451) or the recordkeeper, The Vanguard Group, Inc.. The Jacksonville Orthopaedic Institute old 401(k) page lists the contacts from every plan filing. Find an old Jacksonville Orthopaedic Institute 401(k)
Data from the public Form 5500 annual reports Jacksonville Orthopaedic Institute 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 Jacksonville Orthopaedic Institute. Not financial advice. Report a correction · Methodology