Katherine Shaw Bethea Hospital 403(b) match, vesting and fees
What Katherine Shaw Bethea Hospital'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 | Midland States Bank | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Katherine Shaw Bethea Hospital: employer contribution per participant | $1,837 | |
| Peer median | $1,317 |
| Katherine Shaw Bethea Hospital: average balance | $85,096 | |
| Peer median | $40,239 |
| Katherine Shaw Bethea Hospital: admin expenses ÷ assets | 0.09% | |
| 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 $120M at the end of plan year 2021 to $102M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 1,350 | $102M | $2.2M | $1,837 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 918 | $91.9M | $2.2M | $2,648 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 909 | $120M | $2.1M | $2,539 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Katherine Shaw Bethea Hospital match 401(k) contributions?
The match terms for the Katherine Shaw Bethea Hospital Retirement Savings Plan have not been published from its filing yet. The plan year 2023 filing reports $2.2M in employer contributions, about $1,837 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Katherine Shaw Bethea Hospital 401(k) match vested?
The vesting schedule for the Katherine Shaw Bethea Hospital Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Katherine Shaw Bethea Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Midland States Bank. The plan administrator is Katherine Shaw Bethea Hospital.
I left Katherine Shaw Bethea Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Katherine Shaw Bethea Hospital, (815) 288-5531) or the recordkeeper, Midland States Bank. The Katherine Shaw Bethea Hospital old 401(k) page lists the contacts from every plan filing. Find an old Katherine Shaw Bethea Hospital 401(k)
Data from the public Form 5500 annual reports Katherine Shaw Bethea Hospital 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 Katherine Shaw Bethea Hospital. Not financial advice. Report a correction · Methodology