Methodist Home for Children retirement plan: assets, participants and fees
What Methodist Home for Children's retirement plan 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 | Mutual of Amercia Life Insurance Co | Schedule C ↗ |
| Independent auditor | Williams Overman Pierce, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Methodist Home for Children: employer contribution per participant | $337 | |
| Peer median | $1,468 |
| Methodist Home for Children: average balance | $27,847 | |
| Peer median | $37,786 |
| Methodist Home for Children: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.39% |
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 $9.2M at the end of plan year 2021 to $12.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 536 | $12.4M | $150K | $337 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 521 | $9.6M | $140K | $339 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 504 | $8.1M | $154K | $308 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 471 | $9.2M | $145K | $336 | 0.05% | Not published | Form 5500 ↗ |
Other Methodist Home for Children plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Benefits Plan of Methodist Home for Children
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 | Mutual of America Life Ins Company | Schedule C ↗ |
| Independent auditor | Williams Overman Pierce, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Methodist Home for Children match 401(k) contributions?
The match terms for the 403b Thrift Plan for Employees of Methodist Home for Children have not been published from its filing yet. The plan year 2024 filing reports $150K in employer contributions, about $337 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Methodist Home for Children 401(k) match vested?
The vesting schedule for the 403b Thrift Plan for Employees of Methodist Home for Children is not in the data published so far. Your Summary Plan Description states it.
Who manages the Methodist Home for Children 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of Amercia Life Insurance Co. The plan administrator is Methodist Home for Children.
I left Methodist Home for Children. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Methodist Home for Children, (919) 833-2834) or the recordkeeper, Mutual of Amercia Life Insurance Co. The Methodist Home for Children old 401(k) page lists the contacts from every plan filing. Find an old Methodist Home for Children 401(k)
Data from the public Form 5500 annual reports Methodist Home for Children 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 Methodist Home for Children. Not financial advice. Report a correction · Methodology