Personify Health 401(k) match, vesting and fees
What Personify Health'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 | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Hallowell 401k Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Personify Health: employer contribution per participant | $1,230 | |
| Peer median | $1,013 |
| Personify Health: average balance | $61,727 | |
| Peer median | $39,026 |
| Personify Health: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.33% |
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 $62.6M at the end of plan year 2021 to $177M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,166 | $177M | $3.5M | $1,230 | 0.48% | Not published | Form 5500 ↗ |
| 2024 | 3,193 | $156M | $2.3M | $827 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 1,791 | $84.6M | $2.2M | $1,263 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 1,994 | $70.7M | $2.4M | $1,273 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 1,701 | $62.6M | $2M | $1,335 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Personify Health match 401(k) contributions?
The match terms for the Personify Health, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3.5M in employer contributions, about $1,230 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Personify Health 401(k) match vested?
The vesting schedule for the Personify Health, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Personify Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Ins Co of America. The plan administrator is Benefit Solutions, Etc..
I left Personify Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Benefit Solutions, Etc., (800) 559-3119) or the recordkeeper, Empower Annuity Ins Co of America. The Personify Health old 401(k) page lists the contacts from every plan filing. Find an old Personify Health 401(k)
Data from the public Form 5500 annual reports Personify Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Personify Health. Not financial advice. Report a correction · Methodology