Medstar Health 401(k) match, vesting and fees
What Medstar Health'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 | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Grant Thornton 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Medstar Health: employer contribution per participant | $1,150 | |
| Peer median | $1,358 |
| Medstar Health: average balance | $63,324 | |
| Peer median | $44,442 |
| Medstar Health: admin expenses ÷ assets | 0.06% | |
| 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 $92.6M at the end of plan year 2023 to $106M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,015 | $106M | $1.9M | $1,150 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,717 | $92.6M | $1.5M | $984 | 0.05% | Not published | Form 5500 ↗ |
Other Medstar Health plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Medstar Health, Inc. Retirement Savings 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 Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Medstar Health, Inc. Pension Equity 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 | Fidelity Inst. Operations Co. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Medstar Health, Inc. Cash Balance 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 | Fidelity Inst. Operations Co. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Medstar Health match 401(k) contributions?
The match terms for the Medstar Affiliates 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $1,150 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Medstar Health 401(k) match vested?
The vesting schedule for the Medstar Affiliates 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Medstar Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is Medstar Health, Inc..
I left Medstar Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Medstar Health, Inc., (410) 772-6500) or the recordkeeper, Empower Annuity Ins. Co. of America. The Medstar Health old 401(k) page lists the contacts from every plan filing. Find an old Medstar Health 401(k)
Data from the public Form 5500 annual reports Medstar Health filed with the U.S. Department of Labor (plan years 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 Medstar Health. Not financial advice. Report a correction · Methodology