Northwestern Medical Center 403(b) match, vesting and fees
What Northwestern 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Northwestern Medical Center: employer contribution per participant | $2,797 | |
| Peer median | $1,337 |
| Northwestern Medical Center: average balance | $94,228 | |
| Peer median | $35,764 |
| Northwestern Medical Center: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.32% |
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 $70.6M at the end of plan year 2021 to $93.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,025 | $93.2M | $2.8M | $2,797 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 985 | $80M | $909K | $949 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 977 | $55.5M | $852K | $904 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 997 | $70.6M | $898K | $932 | 0.16% | Not published | Form 5500 ↗ |
Other Northwestern Medical Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Northwestern Medical Center, Inc. Money Purchase 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 | 2023 Schedule C ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Northwestern Medical Center match 401(k) contributions?
The match terms for the Northwestern Medical Center, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.8M in employer contributions, about $2,797 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwestern Medical Center 401(k) match vested?
The vesting schedule for the Northwestern Medical Center, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwestern Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Northwestern Medical Center, Inc.
I left Northwestern Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwestern Medical Center, Inc, (802) 488-8741) or the recordkeeper, Transamerica Retirement Solutions. The Northwestern Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Northwestern Medical Center 401(k)
Data from the public Form 5500 annual reports Northwestern Medical Center 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 Northwestern Medical Center. Not financial advice. Report a correction · Methodology