Northern Arizona Healthcare 401(k) match, vesting and fees
What Northern Arizona 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 | Baker Tilly US, LLP (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.
| Northern Arizona Healthcare: employer contribution per participant | $3,073 | |
| Peer median | $1,895 |
| Northern Arizona Healthcare: average balance | $82,228 | |
| Peer median | $71,034 |
| Northern Arizona Healthcare: admin expenses ÷ assets | 0.11% | |
| 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 $364M at the end of plan year 2021 to $414M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,123 | $414M | $15.5M | $3,073 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 5,107 | $363M | $14.5M | $2,871 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 4,875 | $299M | $10.9M | $2,266 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 4,795 | $364M | $10.7M | $2,265 | 0.13% | Not published | Form 5500 ↗ |
Other Northern Arizona Healthcare plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Income Plan for Employees of Northern Arizona Healthcare
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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Northern Arizona Healthcare match 401(k) contributions?
The match terms for the Northern Arizona Healthcare Corporation 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $15.5M in employer contributions, about $3,073 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northern Arizona Healthcare 401(k) match vested?
The vesting schedule for the Northern Arizona Healthcare Corporation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northern Arizona Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Northern Arizona Healthcare Corp..
I left Northern Arizona Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northern Arizona Healthcare Corp., (928) 773-2059) or the recordkeeper, Transamerica Retirement Solutions. The Northern Arizona Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Northern Arizona Healthcare 401(k)
Data from the public Form 5500 annual reports Northern Arizona 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 Northern Arizona Healthcare. Not financial advice. Report a correction · Methodology