Overlake Hospital Medical Center 403(b) match, vesting and fees
What Overlake Hospital 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Clark Nuber P.S. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Overlake Hospital Medical Center: employer contribution per participant | $3,710 | |
| Peer median | $1,897 |
| Overlake Hospital Medical Center: average balance | $125,224 | |
| Peer median | $70,943 |
| Overlake Hospital Medical Center: admin expenses ÷ assets | 0.06% | |
| 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 $548M at the end of plan year 2023 to $654M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,420 | $654M | $19.4M | $3,710 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 5,161 | $548M | $17.4M | $3,484 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Overlake Hospital Medical Center match 401(k) contributions?
The match terms for the Overlake Hospital Medical Center 403(B)retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $19.4M in employer contributions, about $3,710 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Overlake Hospital Medical Center 401(k) match vested?
The vesting schedule for the Overlake Hospital Medical Center 403(B)retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Overlake Hospital Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Overlake Hospital Medical Center.
I left Overlake Hospital Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Overlake Hospital Medical Center, (425) 688-5000) or the recordkeeper, Fidelity Investments Institutional. The Overlake Hospital Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Overlake Hospital Medical Center 401(k)
Data from the public Form 5500 annual reports Overlake Hospital Medical Center 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 Overlake Hospital Medical Center. Not financial advice. Report a correction · Methodology