Memorial Health Care Systems 403(b) match, vesting and fees
What Memorial Health Care Systems' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eide Bailly 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 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Memorial Health Care Systems: employer contribution per participant | $2,791 | |
| Peer median | $1,440 |
| Memorial Health Care Systems: average balance | $168,847 | |
| Peer median | $38,351 |
| Memorial Health Care Systems: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.47% |
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 $30.8M at the end of plan year 2021 to $42M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 320 | $42M | $695K | $2,791 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 315 | $36.5M | $658K | $2,572 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 324 | $31.8M | $666K | $2,531 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 302 | $26.6M | $658K | $2,562 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 292 | $30.8M | $618K | $2,564 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Memorial Health Care Systems match 401(k) contributions?
The match terms for the Memorial Health Care Systems Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2025 filing reports $695K in employer contributions, about $2,791 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Memorial Health Care Systems 401(k) match vested?
The vesting schedule for the Memorial Health Care Systems Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Memorial Health Care Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Memorial Health Care Systems.
I left Memorial Health Care Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Memorial Health Care Systems, (402) 643-2971) or the recordkeeper, Principal Life Insurance Company. The Memorial Health Care Systems old 401(k) page lists the contacts from every plan filing. Find an old Memorial Health Care Systems 401(k)
Data from the public Form 5500 annual reports Memorial Health Care Systems filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Memorial Health Care Systems. Not financial advice. Report a correction · Methodology