Orlando Health 403(b) match, vesting and fees
What Orlando 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Ernst & Young, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Orlando Health: employer contribution per participant | $1,821 | |
| Peer median | $2,155 |
| Orlando Health: average balance | $40,400 | |
| Peer median | $66,935 |
| Orlando Health: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.08% |
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 $1.6B at the end of plan year 2023 to $1.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 55,514 | $1.9B | $86.3M | $1,821 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 43,041 | $1.6B | $77.3M | $1,842 | 0.10% | Not published | Form 5500 ↗ |
Other Orlando Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orlando Health, Inc. Retirement Savings Plan 401a
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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Ernst & Young, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Orlando Health match 401(k) contributions?
The match terms for the Orlando Health Retirement Savings Plan 403b have not been published from its filing yet. The plan year 2024 filing reports $86.3M in employer contributions, about $1,821 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orlando Health 401(k) match vested?
The vesting schedule for the Orlando Health Retirement Savings Plan 403b is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orlando Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Orlando Health, Inc..
I left Orlando Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orlando Health, Inc., (407) 841-5111) or the recordkeeper, Fid Inv Inst Ops Co. The Orlando Health old 401(k) page lists the contacts from every plan filing. Find an old Orlando Health 401(k)
Data from the public Form 5500 annual reports Orlando Health filed with the U.S. Department of Labor (plan years 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 Orlando Health. Not financial advice. Report a correction · Methodology