Mt Graham Regional Medical Center 403(b) match, vesting and fees
What Mt Graham Regional Medical Center'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Ludwig Klewer & Rudner PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Mt Graham Regional Medical Center: employer contribution per participant | $2,000 | |
| Peer median | $1,438 |
| Mt Graham Regional Medical Center: average balance | $47,330 | |
| Peer median | $41,205 |
| Mt Graham Regional Medical Center: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.33% |
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 $21.3M at the end of plan year 2021 to $34.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 761 | $34.8M | $1.5M | $2,000 | 0.30% | Not published | Form 5500 ↗ |
| 2024 | 680 | $28.1M | $1.2M | $1,859 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 660 | $23.3M | $1.1M | $1,673 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 608 | $18.4M | $896K | $1,489 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 586 | $21.3M | $812K | $1,400 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Mt Graham Regional Medical Center match 401(k) contributions?
The match terms for the Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $2,000 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mt Graham Regional Medical Center 401(k) match vested?
The vesting schedule for the Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mt Graham Regional Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Mt Graham Regional Medical Center Inc..
I left Mt Graham Regional Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mt Graham Regional Medical Center Inc., (928) 348-4008) or the recordkeeper, Principal Life Insurance Company. The Mt Graham Regional Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Mt Graham Regional Medical Center 401(k)
Data from the public Form 5500 annual reports Mt Graham Regional Medical Center 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 Mt Graham Regional Medical Center. Not financial advice. Report a correction · Methodology