Oakleaf Surgical Hospital 401(k) match, vesting and fees
What Oakleaf Surgical Hospital'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 | Wipfli LLP | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Oakleaf Surgical Hospital: employer contribution per participant | $1,754 | |
| Peer median | $1,468 |
| Oakleaf Surgical Hospital: average balance | $52,987 | |
| Peer median | $37,786 |
| Oakleaf Surgical Hospital: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.39% |
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 $22.6M at the end of plan year 2021 to $24.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 476 | $24.6M | $814K | $1,754 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 400 | $22.7M | $724K | $1,842 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 394 | $19.2M | $576K | $1,493 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 375 | $22.6M | $523K | $1,438 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Oakleaf Surgical Hospital match 401(k) contributions?
The match terms for the Oakleaf Surgical Hospital LLC Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $814K in employer contributions, about $1,754 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oakleaf Surgical Hospital 401(k) match vested?
The vesting schedule for the Oakleaf Surgical Hospital LLC Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oakleaf Surgical Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wipfli LLP. The plan administrator is Oakleaf Surgical Hospital LLC.
I left Oakleaf Surgical Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oakleaf Surgical Hospital LLC, (715) 839-9833) or the recordkeeper, Wipfli LLP. The Oakleaf Surgical Hospital old 401(k) page lists the contacts from every plan filing. Find an old Oakleaf Surgical Hospital 401(k)
Data from the public Form 5500 annual reports Oakleaf Surgical Hospital 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 Oakleaf Surgical Hospital. Not financial advice. Report a correction · Methodology