National Jewish Health 403(b) match, vesting and fees
What National Jewish Health'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 | Fidelity Invstmt Inst. Ops. Co. LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| National Jewish Health: employer contribution per participant | $1,827 | |
| Peer median | $1,537 |
| National Jewish Health: average balance | $98,381 | |
| Peer median | $56,476 |
| National Jewish Health: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.19% |
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 $337M at the end of plan year 2021 to $384M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,436 | $384M | $7.1M | $1,827 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 4,474 | $356M | $7M | $1,795 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 4,436 | $331M | $6.7M | $1,750 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 4,409 | $295M | $6.8M | $1,793 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 4,261 | $337M | $6.5M | $1,753 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does National Jewish Health match 401(k) contributions?
The match terms for the National Jewish Health 403(b) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $7.1M in employer contributions, about $1,827 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Jewish Health 401(k) match vested?
The vesting schedule for the National Jewish Health 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Jewish Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Invstmt Inst. Ops. Co. LLC. The plan administrator is National Jewish Health.
I left National Jewish Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Jewish Health, (303) 398-1037) or the recordkeeper, Fidelity Invstmt Inst. Ops. Co. LLC. The National Jewish Health old 401(k) page lists the contacts from every plan filing. Find an old National Jewish Health 401(k)
Data from the public Form 5500 annual reports National Jewish Health 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 National Jewish Health. Not financial advice. Report a correction · Methodology