Munson Healthcare 401(k) match, vesting and fees
What Munson Healthcare'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Munson Healthcare: employer contribution per participant | $1,924 | |
| Peer median | $1,895 |
| Munson Healthcare: average balance | $17,570 | |
| Peer median | $71,034 |
| Munson Healthcare: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.10% |
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 $99.7M at the end of plan year 2021 to $124M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,470 | $124M | $13.6M | $1,924 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 9,510 | $107M | $12.8M | $1,852 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 9,423 | $88.9M | $12M | $1,774 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 9,095 | $99.7M | $10.9M | $1,575 | 0.09% | Not published | Form 5500 ↗ |
Other Munson Healthcare plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Munson 403(b) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Plante & Moran (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Munson 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Munson Healthcare match 401(k) contributions?
The match terms for the Munson 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $13.6M in employer contributions, about $1,924 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Munson Healthcare 401(k) match vested?
The vesting schedule for the Munson 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Munson Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Munson Healthcare.
I left Munson Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Munson Healthcare, (231) 935-7372) or the recordkeeper, Transamerica Retirement Solutions. The Munson Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Munson Healthcare 401(k)
Data from the public Form 5500 annual reports Munson Healthcare 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 Munson Healthcare. Not financial advice. Report a correction · Methodology