Margaret Mary Community Hospital 403(b) match, vesting and fees
What Margaret Mary Community 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Blue & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Margaret Mary Community Hospital: employer contribution per participant | $696 | |
| Peer median | $1,337 |
| Margaret Mary Community Hospital: average balance | $60,588 | |
| Peer median | $35,764 |
| Margaret Mary Community Hospital: admin expenses ÷ assets | 0.33% | |
| 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 $37.1M at the end of plan year 2021 to $42.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 958 | $42.3M | $486K | $696 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 911 | $39.2M | $476K | $597 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 963 | $33.6M | $498K | $616 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 1,023 | $37.1M | $485K | $610 | 0.13% | Not published | Form 5500 ↗ |
Other Margaret Mary Community Hospital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Margaret Mary Health Retirement Plan
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 O | Schedule C ↗ |
| Independent auditor | Blue & Co, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Margaret Mary Community Hospital match 401(k) contributions?
The match terms for the Margaret Mary Health Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $486K in employer contributions, about $696 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Margaret Mary Community Hospital 401(k) match vested?
The vesting schedule for the Margaret Mary Health Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Margaret Mary Community Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Margaret Mary Community Hospital.
I left Margaret Mary Community Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Margaret Mary Community Hospital, (812) 934-6624) or the recordkeeper, Empower Annuity Insurance Company O. The Margaret Mary Community Hospital old 401(k) page lists the contacts from every plan filing. Find an old Margaret Mary Community Hospital 401(k)
Data from the public Form 5500 annual reports Margaret Mary Community Hospital 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 Margaret Mary Community Hospital. Not financial advice. Report a correction · Methodology