Marshfield Clinic 401(k) match, vesting and fees
What Marshfield Clinic'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Marshfield Clinic: employer contribution per participant | $979 | |
| Peer median | $2,155 |
| Marshfield Clinic: average balance | $136,710 | |
| Peer median | $66,935 |
| Marshfield Clinic: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.08% |
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 $1.9B at the end of plan year 2021 to $1.8B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,782 | $1.8B | $12.9M | $979 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 14,522 | $1.7B | $24.5M | $1,758 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 15,851 | $1.5B | $25.1M | $1,683 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 15,662 | $1.9B | $24.1M | $1,633 | 0.02% | Not published | Form 5500 ↗ |
Other Marshfield Clinic plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employees Retirement Plan of Marshfield Clinic
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.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Marshfield Clinic match 401(k) contributions?
The match terms for the Marshfield Clinic Salary Reduction Plan have not been published from its filing yet. The plan year 2024 filing reports $12.9M in employer contributions, about $979 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marshfield Clinic 401(k) match vested?
The vesting schedule for the Marshfield Clinic Salary Reduction Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marshfield Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Marshfield Clinic, Inc..
I left Marshfield Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marshfield Clinic, Inc., (715) 387-5711) or the recordkeeper, Fidelity Investments Institutional. The Marshfield Clinic old 401(k) page lists the contacts from every plan filing. Find an old Marshfield Clinic 401(k)
Data from the public Form 5500 annual reports Marshfield Clinic 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 Marshfield Clinic. Not financial advice. Report a correction · Methodology