Pioneer Valley Cardiology 401(k) match, vesting and fees
What Pioneer Valley Cardiology'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Whittlesey PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Pioneer Valley Cardiology: employer contribution per participant | $6,295 | |
| Peer median | $1,468 |
| Pioneer Valley Cardiology: average balance | $161,881 | |
| Peer median | $37,786 |
| Pioneer Valley Cardiology: admin expenses ÷ assets | 0.30% | |
| 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 $21M at the end of plan year 2021 to $21.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 137 | $21.2M | $825K | $6,295 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 133 | $20.4M | $766K | $6,436 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 128 | $19M | $696K | $6,108 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 153 | $21M | $746K | $5,484 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Pioneer Valley Cardiology match 401(k) contributions?
The match terms for the Pioneer Valley Cardiology, PC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $825K in employer contributions, about $6,295 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pioneer Valley Cardiology 401(k) match vested?
The vesting schedule for the Pioneer Valley Cardiology, PC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pioneer Valley Cardiology 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Pioneer Valley Cardiology, P.C..
I left Pioneer Valley Cardiology. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pioneer Valley Cardiology, P.C., (413) 748-7140) or the recordkeeper, Principal Life Insurance Company. The Pioneer Valley Cardiology old 401(k) page lists the contacts from every plan filing. Find an old Pioneer Valley Cardiology 401(k)
Data from the public Form 5500 annual reports Pioneer Valley Cardiology 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 Pioneer Valley Cardiology. Not financial advice. Report a correction · Methodology