Find an old Oswego Health 401(k)

Who to contact about an account in each of the 2 Oswego Health plans, from the filings. Free, no sign-up, no Social Security number.

Oswego Health 403(b) Retirement Plan

Oswego Health · Plan 002 · EIN 15-0532220 · Oswego, NY

Active · plan year 2024 filing403(b)
Plan administratorOswego Health
110 West 6th Street, Oswego, NY 13126-2507
Form 5500 ↗
Recordkeeper (who holds the accounts)Benefit Plans Admin Services, Inc.Schedule C ↗
Former employees with balances319 separated participants still had money in the planForm 5500 ↗

The Oswego Hospital Retirement Plan

Oswego Hospital, Inc. · Plan 001 · EIN 15-0532220 · Oswego, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorOswego Hospital, Inc.
110 West 6th Street, Oswego, NY 13126-2507
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances142 separated participants still had money in the planForm 5500 ↗

Oswego Health 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Oswego Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Oswego Health, (315) 349-5553. The accounts are held by the recordkeeper, Benefit Plans Admin Services, Inc.. Have your Social Security number and dates of employment ready.

What is the Oswego Health 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (315) 349-5553.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Oswego Health and does not hold accounts. Not financial advice. Report a correction